Equilibria finance comprises a team of mortgage and finance brokers. Our core business is residential home loan lending, commercial lending and business finance.
We specialise in building strategic alliances with financial advice and accounting practices to deliver lending and finance solutions to your clients.
Our focus is to provide tailored mortgage and finance solutions that are in keeping with a client’s values, aspirations, goals, objectives, financial profiles and plans.
Our financial services background means we understand how your business work, ‘stage of life’ planning and the types of clients you work with.
This enables us to deliver lending and finance solutions to your clients that are aligned with the financial strategy that you have developed for them.
We believe that the most effective way to integrate our lending solutions with your service offering is through a structured two-way process, that typically works like this:
A B2B DISCOVERY PROCESS
IF WE DECIDE TO WORK TOGETHER
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WE HAVE A BACKGROUND IN FINANCIAL PLANNING
WE UNDERSTAND THAT INDIVIDUAL LOAN PORTFOLIOS FORM A CRITICAL PART OF A FINANCIAL PLAN
GIVES YOU THE ABILITY TO BRING LENDING INTO YOUR ADVICE BUSINESS
WE ARE A MORTGAGE AND FINANCE BUSINESS NOT AN ADVICE OR ACCOUNTING PRACTICE
WE UNDERSTAND THAT DELIVERING FINANCIAL SERVICES IS ABOUT RELATIONSHIPS NOT TRANSACTIONS
WE ARE ALIGNED WITH A PANEL OF LENDERS WHO DELIVER A QUALITY, RELIABLE SERVICE
YOU RUN YOUR PRACTICE AND WE RUN OURS
SECOND OPINION SERVICE
We provide a comprehensive and dynamic process that is engaging, will keep your client informed, and is designed to assist them from the initial discovery meeting throughout the life of the loan or credit facility in place. This includes presenting your client with options, facilitating the loan application process, handling all their documentation, answering questions at each progressive stage and ongoing review to ensure the loan always remains appropriate and competitive after settlement.
Watch this video: https://youtu.be/BQBgcR_eJ6k
IDENTIFY THE OPPORTUNITY
DISCOVERY AND NEEDS ANALYSIS
PRESENTATION OF RECOMMENDATIONS
IMPLEMENTATION OF RECOMMENDATIONS
BEYOND SETTLEMENT
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