How We Work

Steps

  1. Needs Analysis for Home Loans and Commercial Lending

    You complete the enquiry form online. This gives us an understanding of your current position and needs.

  2. Returned Phone Call by your dedicated personal finance manager

    After assessing your application we will respond with an assessment of your financial situation and a potential solution. At this stage we will also arrange a meeting time for your personal finance manager to come and visit you to discuss the position.

  3. Interview Application

    We meet with you personally to discuss any questions you have and review the solutions we have offered. We will help you complete the application with one of the lenders we have recommended.

  4. Valuation & Loan Contract

    We work with you and the lender through all the necessary steps up until the settlement.

  5. Fresh start

    Our goal is to get you to the final settlement so you know have a new financial start.

What do we do?

We work with you to determine your borrowing needs and help you to select a loan suited to your circumstances and manage the process through to completion.

Benefits of using a finance broker

  • We do all the leg work for you
  • We have access to a wider range of loans
  • We are experienced in finding the right loan to meet your needs as we only deal in loans
  • We are more flexible

How are we paid?

Financial brokers are generally remunerated by the lender and receive an upfront commission and a trailing commission on the loans they settle.