Prepare

First, we’ll review your finances and your goals, so we can recommend the best path to follow.

Pack

We organise everything you need – valuations, financials, partner and personal information – and submit the applications to appropriate lenders.

Book

We walk you through the simple report we prepare that compares each component of the lenders’ offers. When you are ready to make a decision, we advise the lender to commence settlement.

The journey

We’ll help you through to settlement and beyond. Meet regularly to review your situation allows us to be proactive with any challenges or opportunities along the way.