Investment Property

If an investment property is on your radar, we will work with you to give you an idea of how much money you could borrow. We will investigate your options and get you the best possible deal to develop your investment portfolio.

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.