How we will work together.
Discovery
You’ll complete a set of questions online about what you’re trying to do, your income, assets and other financial information..
The meeting
We’ll talk about your goals, present some options and some initial options.
In-depth research
We’ll compare the market and ensure our recommendation is best suited for your needs and most competitive solution.
Loan recommendation
We’ll present to you a personalised Game Plan with tailored solutions and recommendations to meet your goals and objectives.
Settlement Day
This is the moment when the lender releases the money to you. We’ll be on hand during the settlement process to let you know everything has gone through.
Lodge your application and prepare for signing
We’ll work with the lender you choose to package, sign and lodge your documents - and do the legwork to get you approved.
Together for the long haul
We’re in this together and this is just the beginning. I’ll be in regular contact with you to check in on your situation and make sure your loan continues to work hard for you.
Approval moment
Time to celebrate! We’ll let you know that everything has gone smoothly with your loan application.