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LET’S TALK HOME LOANS

Put our financial expertise to work. We negotiate with the banks, so you can get back to the fun stuff

FIRST HOME BUYER

We believe that everyone deserves the opportunity to own a home, and we are committed to helping you achieve that dream. Whether you’re just starting to explore the idea of homeownership or you’re ready to take the plunge, we’re here to help.

NEXT HOME BUYER

Whether you are upgrading or downsizing, we can help you fund your next move.

INVESTMENT LOANS

We understand that every investment is unique and finding the right finance for your investment property is crucial to your success. Our goal is to provide you with the information and resources you need to make informed decisions throughout the process.

REFINANCING

You may want to refinance for a myriad of reasons, including to: access a lower rate, free up cash flow, access equity, consolidate debt, or move to a better suited product. Regardless of the reason, we have the expertise to help. We can help you review your existing loan or move you across to a better option.

CONSTRUCTION LOANS

From structural renovation or knock-down-rebuild, there are specific loan products available for this purpose. These include staggered releases of funds, allowing you to pay building costs as they are incurred, without paying interest on the whole amount from the start of the project.

More Services

We can also help with

ASSET FINANCE
COMMERCIAL
SMSF

We make it our business to understand yours.
Let us find you the best solution.

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!

REACH OUT

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