We are committed to providing individualised attention to each and every one of our clients. We focus on finding the answer to your financial solutions. We do this by our experience and knowledge of wide range of products which allows us to provide top quality, cost effective strategies that are designed to help our clients to achieve their financial goals.
Step 1: Initial Consultation
Through in depth conversations, we get to know and understand your needs and your financial situation so we can better assist you in achieving your goals.
Step 2: The Solution
Once we understand your situation and your goals, we will present solution offerings from a number of lenders, each tailored to your specific needs.
Step 3: The Wait
Once you have chosen your preferred lender we will submit your application along with all the necessary paperwork. Depending on the chosen lender, an approval will then be given, typically between 1 to 7 working days.
Step 4: Legalities
The financial institution will then issue out your mortgage documents. We'll go through them together to ensure everything is in order, before signing off on them. A settlement date will then be determined by the related parties.
Step 5: Settlement
It's official! Settlement is confirmed. Your goals and dreams have been achieved!
Step 6: On going support
Our journey is not yet over. We will be here to continue our support for you with any of your future enquiries, whether it be for your banking or lending needs. We'll stay in touch with you along the way.
