Our advice process
1. First chat
We start with a conversation to understand your goals and how we can work together. We’ll talk about what you’re looking to achieve, your goals and plans.
2. Understand your situation
Next, we’ll gather the key details we need, including information about your income, assets, and overall financial position.
3. Research & recommend
We’ll review the market and assess the lending options available, recommending a solution that is competitive and suited to your needs.
4. Lodging your application
Once you're comfortable with the recommendation, we’ll work with you and the lender to prepare and submit your application.
5. Approval & protection
Once approval is in place, we’ll confirm the details with you so you understand exactly what’s been approved and what it means. We can also help arrange appropriate insurance protection.
6. Settlement & ongoing support
We support you through the settlement process to make sure everything runs smoothly. Our relationship doesn’t stop there, we’ll keep in touch to review your lending and ensure it continues to support your goals over time.