About Us

Empowering Your Financial Journey

Money Tactics is a boutique property finance and small business consultancy.

As an ASIC accredited credit adviser and a proud member of MFAA (Mortgage & Finance Association of Australia) since 1998, we have now been offering over 25 years finance guidance and consulting.

We have accredited access to over 30 residential and commercial lenders, spanning banks, non-banks, and private lenders. This expansive network empowers us to identify and secure a loan tailored to your unique circumstances.

We specialise in sophisticated and complex lending to property investors that require specific finance structures involving different types of legal entities such as family trust, company, or SMSF (self managed super fund). That is why we often collaborate with the client’s other professional advisors like accountants, financial planners, and lawyers to achieve specifically tailored tax, wealth, and asset protection outcomes.

DIRECTOR

Isaac Chalik LLB BEc DipFS

Bachelor of Laws
Bachelor of Economics
Diploma in Financial Services (Mortgage Broking)
Diploma in Financial Services (Financial Planning)

Isaac has been involved in finance, banking and property industries since 1990 when he bought his first investment property while still a university student. Over 30 years of personal experience in buying, selling, building residential property, and operating small businesses enables him to offering preemptive tips that are practical and mitigate potential pitfalls. This wealth of experience gives him the edge over most finance brokers and bank staff.

Isaac’s academic credentials include a Bachelor of Economics degree with majors in economics, accounting, and finance. He has completed diplomas in Mortgage Broking, and Financial Planning. He has MFAA accreditation as an SMSF finance specialist. Most recently, he has completed a Bachelor of Laws and has been admitted to practice as a solicitor. Very few finance consultants have this level of broad education in relevant fields.

This broad educational background, technical knowledge, and first-hand experience enables him to look beyond the immediate finance transaction. He is able to assist the client proactively understand all the other relevant issues that need to be considered to make informed decisions and achieve desired results.

NOTE:

Isaac is available for consultation at Ziman & Ziman Solicitors for legal services including property conveyance, wills and estate planning, family law, business purchase and sale, and all legal disputes.

OUR LENDERS

We have access to these lenders and more

We are accredited with a broad range of lenders to ensure that we can always find a loan product for every situation and tailor a solution that’s right for you.

OUR NETWORK OF PROFESSIONALS

It Often Takes A Team To Get The Optimum Result

We will do our best to refer you to the appropriate accountant, real estate sale agents, real estate buyer agent, property manager, financial planner, builders, business consultant, business broker, or any other relevant professional.