We take a structured approach to finding the right home loan solution for you.  Whether you are looking to purchase your first home, build an investment portfolio or refinance to a solution that better meets your needs we focus on your individual needs, researching a tailored home loan solution designed for your circumstances.

Our key objectives:

• To research and secure the home loan solution that is right for you
• Help you make an informed decision
• Cut through the complexity, saving you time and money

Our process:

Step 1.    Initial Discussion

Understanding your financial requirements and how we can assist you.

Step 2.    Needs Analysis

Assess your situation, objectives, future plans and priorities.

Step 3.    Research

Identify the right finance solution based on your specific circumstances.

Step 4.    Recommendation

Guide you in making your decision from our shortlisted recommendations.

Step 5.    Implementation

Manage each step of the loan application process through to settlement taking special care that all details are taken care of and tracked carefully.  Keep you informed so you have  confidence your loan application is being professionally managed.

Step 6.    Keep relevant

Ongoing advice to ensure the home loan solution put in place remains appropriate to your objectives and changing lifetime circumstances.