Existing Home Owners
Is your home loan coming off a fixed rate? Looking to refinance? Want to understand if there are better loan options out there for you? Wanting to understand what a second property might look like for you?
We do the work to find out your options and get you the best possible deal.
Our team can provide you with personalised advice to help you make informed decisions about your lending options and finances. With access to 20 lending partners, we find the best deal for you and support you every step of the way.
1. Establish Goals
Our process begins with a friendly conversation to establish your property goals and aspirations for you and your family.
2. Gather Information
We will gather the information needed from you to ‘roadmap’ your current financial position.
3. Analyse Information
Analyse your financial information in line with your goals and present you with the best available lending options.
4. Application
Once you have reviewed your lending options, we will then seek an approval for lending via application to our panel of lenders.
5. Approval
Once an approval is in place, we continue to support you as you work towards your property goal.
6. Review
Ongoing support to help you review your financial position ensuring that your new lending remains fit for purpose and within your control.
