How can we help you find your freedom?
The mortgage on your home or investment is likely the biggest financial responsibility that you’ll have in life.
Therefore, we think that having the right financial solution for your unique situation and goals is the most important part of helping you find financial freedom!
We have been able to first hand deliver our own financial freedom through generating wealth through property and can empathize with every scenario. So no matter if you’re a seasoned investor looking to refine your portfolio or a first home buyer, we’re passionate about helping you find that freedom!
Step 1 – Getting To Know You
The most important part of the process is that we get you know you, your goals and your financial picture. By asking the right questions we can ensure that we are delivering you the best possible solution.
Step 2 – Finding Solutions
Once we have all the information we need, we can make enquiries with up to 40 different lenders that we have on our panel.
Step 3 – Product Selection
Choosing a lender is an important decision, so where we can we will always provide you multiple options that fit your unique situation.You can feel comfortable that we have your needs at the centre of what we do, and not that of any one particular lender.
Step 4 – Submission & Approval
Once you select a lender and product, we will proceed with the application. This may be for pre-approval, a purchase, or refinance. Once you’re unconditionally approved you’ll be required to sign loan documents in preparation for settlement.
Step 5 – Settlement
Time to open up the Champagne with the settlement of your new loan (and potentially new purchase)!
Step 6 – Our Relationship Continues
We partner with our clients for the long term to ensure you are being looked after by your lender and continue to review your loan. We will advise you if better options are available and welcome a chat anytime if your goals are changing. For most, a mortgage is the biggest financial commitment in life, so we see our role in helping you stay on track post settlement as important.