what makes us
market leading?We’re about more than simply writing loans – we’re about chasing your dreams and supporting the community and families in which we live
two birds difference
Genuine care
Your goals are our goals. We’re people people that pride ourselves on genuine connection, going the extra mile to ensure you get what you’re after – both now, and in the long run. Add our eye for detail and the speed of our processing, and you’ll understand why we have a community of followers happy to sing our praises!
Outcome Orientated
A seamless and well-managed application process is important, but it’s the end result that counts. We start with the end in mind, so we take the time to ensure you’re prepared, and maximise the options available to you when it comes to choosing a loan. We help you seek out the right product to best achieve your financial goals.
Done with purpose
As a company, we’re passionate about supporting the community in which we live, and supporting and partnering with other local businesses and organisations. Of course, we have a particular soft spot for other female entrepreneurs who have, like us, taken the leap to grow their own businesses … but really, we just thrive on seeing and helping other people succeed!
See Why Our Customers Love Us
Our Process
INITIAL CONVERSATION – UNDERSTANDING YOUR CAPACITY
At our initial meeting, we chat through your financial goals in the context of your family or business. Then, we take a deep dive into your current financial position including income, assets and liabilities, so we can more accurately estimate your borrowing capacity.
CHOOSING THE RIGHT LOAN & UNDERSTANDING COSTS
We research the most competitive and suitable lenders for your individual circumstances, and present back to you your tailored solution. We chat through the strategy behind our thinking and explain the next steps to execute the plan.
GUIDANCE THROUGH APPLICATION & SETTLEMENT
Once you have selected a lender, we collect up your supporting documents and take care of the application process – from initial lodgment right through to settlement. We make this as easy and as seamless as possible, to take the load off you.
POST-SETTLEMENT CARE – INCLUDING ANNUAL REVIEWS
Consider us your personal bankers! Chances are if your circumstances change your loan may need to as well. As part of our ongoing service we will keep tabs on your loan and conduct a review annually. If we think we can help you get a better rate, we’ll let you know!
HEAR FROM OUR CLIENTS
REACH OUT
insights + tips
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Are you secretly paying ‘loyalty tax’ on your home loan?
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