Whether you are looking to obtain finance to purchase, invest, renovate, build or refinance – you will benefit from our services. Over the years we have assisted many of our clients finance property transactions, including financing to build lasting wealth.
And we can do the same for you. We will customise a solution to meet your specific financing needs.
Step 1 – Initial Enquiry and Client Needs Analysis
We discuss your finance requirements to determine how we can help, including your individual needs, objectives and financial priorities. We also discuss your future plans to ensure our advice will meet your ongoing needs
Step 2 – Analysis
Based on the information you have provided us, we will analyse and research into the right finance solution for your specific requirements, taking into account your priorities and key needs. It will be customised to meet your specific finance needs.
Step 3 – Advice and Lending Recommendation
Once we document our advice and lending recommendations, we then meet with you to discuss the details of our recommendation, which allows us to optimise our proposed solution
Step 4 – Implementation
When you have agreed to proceed, we will implement the agreed recommendations and manage the entire loan application process to settlement. You will be kept updated at each stage of the loan application process. We liaise with all relevant parties to ensure a seamless and smooth settlement process
Step 5 – Customer Care
Taking out a mortgage is the first step in our ongoing relationship with you. We will review your mortgages to ensure that your finance structures continue to meet your requirements, as well as your future borrowing plans. If you have a change in personal or financial circumstances, or you are planning to invest further, you can be rest assured that you have a trusted contact point for credit advice and guidance
Contact us to find out how we can assist you achieve your goals.