How We Work

We work together with you to find a loan that is appropriate, competitive and relevant. As an MFAA Accredited Finance 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.

Typically, the steps involve:

1.     A meeting to get to know you and gain a clear picture of your needs and objectives – what keeps you awake at night

2.     An assessment of your borrowing requirements and structural overview

3.     Securing formal pre-approval of your loan. From here, our dedicated team will expertly manage your application and settlement freeing up your valuable time to find the right property or investment opportunity.

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 Strategic Wealth to assist with income protection insurance or cashflow management and financial planning needs.