Our Process

We take care of the entire process, saving you time and money. Our key objective is to help you secure the right finance solution with minimal disruption to your busy schedule.

Initial Enquiry

We provide you with a questionnaire to identify your current needs, objectives and priorities to best determine how we can help.


We carry in-depth research into the best possible finance solution for your specific requirements from our wide panel of lending institutions.

No Obligation Consultation

We will meet to present Lending Recommendation to you. Our recommendation is designed to meet your specific needs. In our meeting we will discuss your future plans to ensure our advice is congruent with your bigger picture, which allows us to tailor or fine tune our proposed solution.


We will provide you with forms you will need to sign and request any necessary accompanying documents. We will submit the agreed recommendation and manage every step of the loan application. We will keep you up to date on the progress of your application right through to settlement.


We will work with all relevant service providers (real estate agent, conveyancer, accountant and lender) to ensure a seamless settlement process. All areas of your loan application will be managed with the utmost care and confidentially through all stages of the process.

After Care

We understand that your financial needs and objectives can change throughout time, you can be rest assured knowing that you now have a trusted contact point for regular mortgage advice and guidance. Our After Care program is designed to ensure you are kept up to date with any relevant market changes and provide you with on-going support through the different stages of your life.