Our Process

From first enquiry
to final figure.

Our specialty lies in making the complex, simple — and that begins with a seamless process. We minimise disruption and maximise effectiveness in our operation, so you can focus on the profits while we handle the rest.

Step one: Initial enquiry

From the moment you engage our team, the process is personalised. We’ll provide a questionnaire to identify your needs, objectives, and priorities to tailor our approach to your outcomes.

Step two: Research

We will then conduct in-depth research to figure out the best possible solution for your requirements. We’ll compare hundreds of options from over 40 different lenders to guarantee the figures we recommend are the best on the market with the highest opportunity value.

Step three: No obligation consultation

We will then meet to present our findings, ensuring the figures at hand are in line with your future and the bigger picture of your investment strategy. This is an opportunity to refine our recommendation and secure the strategy moving forward.

Step four: Application

We then provide you with all documents and forms required to complete your application and submit the agreed recommendation on your behalf. We will manage every step of the loan application process and keep you updated with checkpoints through to settlement. This hands-on process is made easy by our attentive brokers, ensuring a faultless transition into the settlement phase.

Step five: Settlement

Working with all relevant service providers — including real estate agents, conveyancers, accountants, and lenders — we will ensure your settlement is achieved seamlessly and efficiently. Our top tier-ranking status means our submissions are prioritised within the market — with our relationships and strong industry reputation supercharging results for our clients. We will manage every touchpoint of your settlement with the upmost confidentiality and care, presenting you with an outcome that secures your financial future.

Step six: After care

We understand that your objectives change and evolve over time, and our services flex to your needs. Our trusted After Care program is designed to ensure you’re informed of any relevant market changes that may improve your financial outcome and provide on-going support as your loan matures. Because figuring out your finances is what we do best — and we are dedicated to helping you realise your best opportunity, no matter what stage of life you may be in.

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