Our Process

Understand

We take our time to understand your fears and aspirations, along with your previous experiences to truly understand how we can best help you.

Analyse

More than just analysing data, I also analyse your expectations and hesitations. This way I get to form an accurate picture of your current situation and where you want to get to, what obstacles we may encounter and how to overcome them.

Set meaningful and achievable goals:

These are your goals – you own them 100% but we do this jointly to ensure the goals are not only realistic but there is a clear path to achieve them.

Educate and Empower:

At this stage we spend a lot of time ensuring you completely understand the process from the very start, right through to what may happen and contingency plans if required. Once you are fully educated you will be able to make your decision confidently.

Negotiate

Any Mortgage Broker worth their salt will ensure they push the lenders as hard as they can for the cheapest possible Interest rate and lowest possible fees. With over 30 lenders available to me I take the time to negotiate with the Lenders to ensure you get the best possible deal.

Recommend

Once we have a comprehensive understanding of your situation, goals and aspirations we then recommend the right solutions for you. This may also include referrals to other trusted advisors such as accountants or financial planners.

Implement

The most important stage is to properly implement the plan. This can be a one-off product or a multi-step program depending on your situation. Myself and my team will ensure a timely and hassle free process so you can rest easy while we ensure everything gets done.

Review

Every year we review your loan and will pro-actively ask your current lender for a discount on the interest rate. This ensures you will always be ahead of the market and help you get ahead financially