-
1
Discovery
We get to know you and your needs and goals
-
2
Research
We guide you to the most ideal loan product
-
3
Applying
We take on the lion's share of the paperwork
-
4
Support
We stick with you over the long-term
Discovering
your needs
We make sure we understand your current situation along with your goals for the future, so that our recommendation is tailor-made for you.
- Understanding your goals
- Analysis of your financial situation
- Defining what you want in a lender
Researching
your options
It's our job to take what we know about you and assess this against the thousands of loan products on our panel.
- Assessment of loan products across more than 40 lenders
- Comparison of your needs against bank policies
- Shortlisting the most suitable options
Applying for
your loan
We help you put your best foot forward to the lender to maximise your chances of getting approved for the right loan product.
- Compiling and lodging all required paperwork
- Negotiating the right outcome with the lender
- Liaising with other professionals involved in the purchase
Supporting
you long-term
We stay in touch to make sure your loan is the right one for your changing financial needs and aspirations.
- Yearly loan reviews
- Ongoing education
- Help and guidance on-demand
