An overview of Financial Services


What are Financial Services? 

Financial services can be defined as the services provided by various financial institutions in a financial system. Financial services are all activities and transactions that come under the financial system and facilitated by institutions. 

Characteristics of Financial Services

Financial services have certain characteristics and functions. To understand them better, it is important to know that these services are mainly aimed at facilitating all types of financial transactions, investments and trading of assets. Hence, the whole concept of financial services is based on providing assistance related to these activities.

  • Information and assistance-based

Financial services assist businessmen, as well as individuals, to access relevant information and resources in the market. This includes finding the right investment options, better-paying dividends, diversifying portfolios and much more. These services are information-based, and they also assist in carrying out procedures or transactions. 

At InvestorFi, you get the correct guidance and complete assistance for all your endeavours in various fields related to finance, home loans, refinancing, commercial development and much more. 

  • Promote and facilitate saving and investments

Along with the numerous services covered by financial services, investments and savings are vital services. Financial services facilitate smooth and convenient investments. They act as a link between investors and investment options and help find compatible options for investors. With InvestorFi, customers get the most reliable advice regarding investments. We consider your financial goals and preferences and suggest products and plans accordingly.

  • Risk allocation

When one asks the question, “what are financial services‘, the most common answer would be that they help you allocate your risks efficiently. Together with established businesses, new investors who might not have enough experience in efficient risk allocation consult financial services. This helps them make informed decisions and manage risks better. InvestorFi helps businesses and investors plan their investments to minimise risks.

  • Facilitate and manage loans

Loans are an essential part of all our lives. People take various loans for different reasons, from home to commercial loans. Financial service providers like InvestorFi help individuals and businesses find the loans that suit them the best. This includes the preferred interest rate, tenure, credit limit, etc. With the right help, individuals can find loans that fulfil their requirements but are not a burden either.  

Benefits Of Financial Services

From assistance to convenience, financial services are beneficial in various aspects. Here are various benefits of availing these services:

  • Minimise risks and maximise profits
  • Help in achieving financial independence
  • Assist in the development of one’s economic and financial status
  • Help investors diversify and manage their portfolios and allocate risks related to their investments
  • Help businesses improve their cash flow and overall sales
  • Help businesses build a better image and a strong customer base
  • Help businesses, as well as individuals, maintain good financial records and status

Wrapping Up

The answer to the question “what are financial services” is very vast and includes many aspects. For businesses and individuals, financial services are more of guides and counsellors that help them succeed with sustainability. Overall, these financial services are beneficial and make finances and accounts very convenient for all.

If you need help with checking which financial services suit you, then contact us at InvestorFi. We are a team of trusted mortgage brokers that offer personalised home loan solutions.


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This is what we do.

We are finance strategists in the Mortgage Broking industry, helping Australians build wealth through property investment.

Our sole purpose is to reinvent ways to keep the Great Australian Dream Alive. Because we believe it’s everyone’s right to the security home ownership affords our families and community. Yes, our niche is Finance Strategy for Property Investors, but it is not what we do that makes us tick;

Because property investment is a decisive step toward financial freedom, we cultivate lasting relationships with our clients. We ain’t just a ‘whame bam, see ya later man’ kinda outfit. In fact, our business is built entirely from our lasting relationships with our clients who have suggested us to their inner circle – their family and friends. That is a pretty big tick of approval and a sure vote of confidence.

This is How we do

What separates us from the rest?

Have you ever considered the difference between Mortgage Brokers?

A Broker worth their salt has a playbook of ‘scenarios’. They are finance strategies that have worked in the past. He will offer up one, two or even three scenarios that he thinks will work best for you. 

But the great ones challenge the status quo, strategising new plays that serve your unique situation and financial goals. They will study, visualise, and fine-tune before offering only the best scenarios that build a rewarding property Portfolio.  

They never let good be the robber of the best and only play to win!

InvestorFi is a group of finance strategists that will design a unique scenario for your state of play towards your long-term game plan.

But don’t just take my word for it.

Clients like Tony F. said: I couldn’t be happier with the service. Wayne was excellent in guiding me through and delivering a great investment loan. Very responsive and savvy investment brokers. Will continue to use their services in the next purchase. 

And like Kim, Wayne is extremely dedicated, professional and a pleasure to work with. He worked tirelessly to help me secure an alternate lender before the settlement date and was extremely prompt and clear in his communications with me. 


Robert wrote: Wayne is always very responsive and takes the time to lay out all the options in plain English.

Reviews like this make our souls sing. We’re in the business of helping people achieve real results that last!

So if you’re looking for a great Finance strategist like these incredible clients, you’re in the right place.

This is why we do

Gone are the days a single income could afford 2.5 kids, a pet, and a four-bedroom house in the burbs! 

At InvestorFi, our sole purpose is to reinvent the great ‘Australian Dream’. Because we believe it’s every citizen’s right to the security home ownership affords our families and community, not just for today but for generations to come.

But because it’s become so difficult, it requires complex solutions. One way is to seek finance strategy before purchasing a home. This way, you can leverage your full potential to live where you want to and invest where you can afford to. 

Property ownership has become a game of ‘finance strategy’, placing a premium on finance know-how. That is why we value education; our mantra is knowledge equals freedom, but knowledge shared is freedom multiplied.  

There is no drought; we have hit a new era with its epic challenges. Not everyone is up for the grind it takes to keep the dream alive. That’s why we also place a premium on camaraderie. We don’t see ourselves as a ‘hit and run’ service but as a hub and a way of life.