01 Foundation
The first step involves an initial meeting. Here, you are welcome to share everything on your mind. We listen intently, to learn your story, your goals and any concerns you may have.
With an understanding of your financial position and greater vision, the floor is then opened up to a productive discussion where we truly refine what you need from your loan.
02 Collaboration
An accurate preliminary assessment is undertaken - Our objective is to ensure you have the ability to borrow, afford, and align you to a suited lender.
At this point, we will come together to discuss your options. This stage is highly collaborative; and greatly helps you to make a confident and informed decision as to which lender is suited to you.
03 Creation
After learning what you value most, we will create a credit proposal. Attuning ourselves with your needs, we will present you our tailored recommendation ensuring that your vision and our proposed strategy are aligned.
Once the plan is approved, we compile all necessary documents to submit an application.
04 Implementation
Upon receiving signed documents, we submit your application. There's no need for frustrating phone calls or lengthy wait times, we'll keep you informed throughout the journey towards having your loan approved.
Loan documents can appear overwhelming but we'll guide you through the contracts. We'll work in unison with your solicitor and the bank to ensure we settle your loan smoothly.
05 Continuation
Well after the loan settles, we're here as your first point of contact when you have enquiries for your bank or wish to discuss new opportunities. We remain in your corner, supporting you always and ready to help you work towards your next goal.
