An initial chat to understand your goals, needs and objectives and then determine how we can help you.

Our online application captures all of the information we need to prequalify you, make a loan recommendation and deliver a strategy. Then, easily and securely connect financial accounts and upload necessary documents. You can even snap pictures from your mobile device to accelerate the process.

MILESTONES

• Submit documents
• Document verification
• Maximum borrowing capacity
• Compare loan options

We draw upon over 20 years of first – hand experience to come up with an effective master plan, no matter your situation, to support you through your finance journey all the way to when you move into your property and beyond, to give your peace of mind.

Along our journey together we’ll provide strategies to ensure you maximise the benefits, assist with selecting and negotiating your purchase and tailor a loan to suit you, whilst providing a strategy to pay it off sooner. By providing the right advice, we give you the confidence to ensure the security of your financial future.

MILESTONES

• Compare and decide on finance options
• Decide on deposit amount
• Decide on how much to spend on a property and maximum repayments
• Ensure ACTUAL affordability is met based on your current spending and income
• Decide on the structure of the loan and the most effective repayments
• Intent to proceed

Our team will execute the master plan and any other documents while working through any questions. We’ll stay in communication the entire time through text, email or phone call.

MILESTONES

• Pre Approval
• Property Selection
• Property Valuation
• Formal Approval once property has been selected
• Review of Loan contracts
• Book in Settlement
• Insurances set up
• Settle into your new home or secure your investment property

Once we successfully execute your master plan, we are just getting started. We carry out regular reviews on your financial products to ensure that they are still the best option for you and your family. We’ll always keep you up to date with industry trends, research and education.

MILESTONES

• Bi-Annual reviews