Getting to know you and your objectives.

In our initial consultation we will identify your:

• Immediate financial needs
• Current financial position
• Medium and long term finance goals
• Priorities and key frustrations
• Needs from your preferred lending partner

You’ll also receive a free property report valued at $75.

Sit back and let us weave our magic. We’ll put together a customised strategy for you which will include:

• Your borrowing suitability
• A shortlist of appropriate loan options
• A list of loan features to help maintain your financial flexibility
• The best ways to achieve a highly competitive rate
• All available discounts*
• Recommendations with validation
• Liaising with lenders and negotiating on your behalf

This is where we can talk you through the work we’ve done and recommend next steps.

With your approval, we’ll get things underway and will:

• Prepare and submit your loan application
• Actively manage the application process to ensure that all milestones are met in a timely fashion
• Manage the settlement process

This is just the beginning! For the life of the loan,
we will be in regular contact to keep things on track.
And remember, we’re only ever a phone call away.

We will:

• Check in with you 6 weeks after loan settlement
• Maintain accurate, up to date and confidential records
• Keep you up to date each month through our newsletter that includes home, investment and finance tips
• Complete a complimentary Annual Home Loan Health Check and make appropriate recommendations or amendments to ensure you’re always on the best deal