OUR PROCESS

Step 1 – All about You!

At our initial meeting we take the time to get to know you, what is important to you, and what you hope to achieve. Everything we do is for your best interest, so understanding your situation, needs and objectives, is crucial to identifying the best options for your specific situation.

Step 2 – Choice

We will begin our research, utilising current in-depth industry knowledge, an extensive lender panel with over 5,000 loans, and our comprehensive understanding of your requirements. We analyse all available lending scenarios, shortlist and compare the options that best suit your circumstances.

Step 3 – Advice

You will be provided with a written recommendation and comparison report outlining our lending solutions. Our advice takes into consideration your needs and objectives, whilst also achieving highly competitive interest rates and all available discounts. Working together we will select the loan that is right for you.

Step 4- Service

Guiding you through the entire process, I deal with the banks on your behalf, prepare your loan application for approval and manage the process from start to finish. Following settlement of your loan, you can call on me to advise you on your future lending needs. Our client for life philosophy means we will keep in touch with you to always ensure you are getting the best possible deal and continue working with you towards any long term goals you may have.