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About Us

 

Orca Financial Ltd is an independent financial services brokerage with a difference. We have 2 divisions, Orca Life & Pensions - for Life, Pensions, Savings & Investments; and Orca Property Finance - for Property & Home Mortgage Financing. Orca Financial Ltd is an independent company offering professional & impartial advice. We have grown organically and through broker acquisition over the last 4 years, but it's how we run our business that makes us different. We pride ourselves on our promise of GUIDE, DELIVER & PROSPER.

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Whether it's business or personal advice, our promise is to listen to your goals and objectives and GUIDE you through the best available options for you, your business or your family. We ask to hear about your financial goals, discuss your present position and agree where you would like to be. We will then advise you through the process of understanding the options for business protection, retirement planning, savings and the investment opportunities that may be available to you.

 

We can also GUIDE you through the process of working out how to best raise capital to allow you to make property purchases, increase your portfolio, release equity or simply review your existing mortgage rates. Then we will prepare a plan for discussion based on your goals and the needs for you, your business or your family's future.

 

Once we agree on a plan, we will endeavour to make it happen. From securing the best investment packages for you, to raising finance at the best rates possible, we will see the process through to completion with you, because we DELIVER.

 

The purpose of this planning and financial goal setting is to create peace of mind, and create more wealth to help secure your family's future. It is with these fundamentals and objectives that Orca Financial endeavours to help you PROSPER.

 

The core focus at Orca Financial is to 'umbrella' all your financial service requirements under one roof. Orca can offer professional and efficient advice to you in what is part of your family's future.