Our take
An Annerley mortgage broker on Brisbane's southside led by Jenny that specialises in SMSF lending and in building investment portfolios. Its 167 reviews average 4.9. Several long term clients say they have worked with her since the early 2000s, restructuring loans and releasing equity to keep investing.
- SMSF lending
- Investment loans
- Refinancing
Who will you deal with?
The website describes Capital Wealth Finance as a boutique brokerage and planning firm established in 2000, but it does not name any staff. Every review names Jenny, several from clients who have worked with her for a decade or more, and some mention her team, so Jenny appears to be the broker clients deal with.
From the firm's own website, its ABN record and what clients say in their reviews. Checked October 2026.
What clients say
Recent reviews from the firm's Google Business Profile.
We have been working with Jenny since 2002, and she has played a significant role in helping our family achieve outstanding financial outcomes time and time again whether it be saving on interest or structuring our finances to minimise tax legally. Over the years, Jenny has consistently demonstrated her genuine care for our financial success. She has helped us grow our asset base, explore investment opportunities…
Jenny has exceeded my expectations. From securing SMSF lending solutions with competitive rates, low fees to ensuring every step of the loan process ran smoothly, she has consistently delivered results while keeping my long term financial goals front and centre. What sets Jenny apart from other broker is her ability to navigate the complexities of the ever changing SMSF lending landscape. Her technical knowledge is…
Running a busy work and young family means I don’t have time for guesswork and need a trusted advisor who can guide and help me to buy more quality assets with good rental yield. I have been working with Jenny 1.5 yrs ago and has been such a game changer for me. She didn’t just “find a loan”, she actively helped me restructure and unlock equity in a way that allowed me to keep moving forward with my investments…
Checked against the ABN register
| ABN | 33 243 140 125 |
|---|---|
| Registered entity | WONG, PETER KEE HOO |
| Entity type | Individual/Sole Trader |
| ABN status | Active since 26 May 2005 |
| GST | Not registered for GST under this ABN |
| Registered location | QLD 4113 |
| Business names on this ABN |
Trading name 'Capital Wealth Finance' (Annerley area) recorded on the ABR. Checked October 2026.
From their blog
Capital Wealth Finance publishes articles on its own website one of our listing criteria. An article we checked:
RBA hikes cash rate for fourth time this year, up to 4.60% Capital Wealth Finance
Published 29 Sep 2026
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