We work together with you to find a loan that is appropriate, competitive and relevant. As a Mortgage Broker, we are able to develop a solution that is matched with the right loan product.
The most cost effective outcome can be secured by firstly addressing your specific needs and concerns, to then assessing which loan providers can provide the necessary framework and tools at the lowest interest rate.
Steps Involved
- A meeting to get to know you and gain a clear picture of your needs and objectives – what keeps you awake at night.
- An assessment of your borrowing capability, and assuming this is positive…
- Securing formal pre-approval of your loan. From here, it’s all about the paperwork and managing settlement.
We can also review your situation and loan requirements on an annual or need basis to ensure your loan is achieving the results you desire.
On top of this, if your financial needs are more complex, we can work with our business partners Your Personal CFO and Strategic Wealth to assist with income protection insurance or cash flow management and financial planning needs. View our Partners & Partnerships page for more details on these companies.