We take a systematic approach to making sure you get the right finance solution, now and long into the future.
1. Discovering your needs
We meet with you to uncover your current financial situation, lifestyle, and short and long-term goals.
Understanding your goals and requirements
Analysis of your financial situation
Defining what you want in a lender
2. Analysing your options
We assess your requirements against the thousands of options available, and present you with recommendations based on your needs.
Assessment of loan products across more than 40 lenders
Comparison of your needs against bank policies
Presenting you with a competitive shortlist of options
3. Implementing the strategy
We liaise with the lender and guide you through the process, mitigating stress and uncertainty and preparing a compelling application.
Compiling and lodging all required paperwork
Negotiating with the lender for a positive outcome
Liaising with other professionals involved in the purchase
4. Reviewing your finance solution
We apply our up-to-date market intelligence and undertake regular loan reviews to ensure your finance continues to serve your best interests.
Always only a phone call away