FIRST CHAT

We get to know you, and ensure you know what we do and how we do it. We’ll talk about what you are trying to do, your goals and ambitions, and whether we can help you.

UNDERSTAND YOUR SITUATION

We’ll gather information from you including family details, income and assets and other financial information.

RESEARCH AND RECOMMEND

We’ll research the market and ensure our recommendation is the most competitive solution for you, and best suits your needs.

LODGE YOUR APPLICATION

We’ll work with you and the lender, and do the legwork to get you pre approved.

APPROVAL MOMENT & PROTECTION

Congratulations! This is what we live for. Now you know what you can afford and have the thumbs up from your lender for what you need, when you need it. We’ll confirm the details with you. We will also see if we can help you get protection for your home and loved ones should anything go wrong.

SETTLEMENT PROCESS & BEING TOGETHER FOR THE LONG HAUL

We’ll also be there for you during the settlement process to keep an eye on it all and let you know everything has gone smoothly. This is just the beginning of our partnership. It’s my ambition to help your financial future thrive. I’ll be in regular contact with you to check in and review any changes to your situation.