Meeting the finance needs of women.

For a variety of reasons and circumstances, women may have very specific finance needs that are tied to significant life events. We will assist in structuring your finance needs to ensure it reflects your current and future needs.

UNDERSTANDING YOU

We recognise that for a variety of reasons and circumstances, women may have very specific financing needs. We will work with our clients to put a coherent plan in place that will put our clients in control of their finance and in managing their lending facilities.

We will find the right loan structure, repayment plan and product features to suit the life events that our clients experience include:

  • A change in marital status
  • Managing the transition to having a newborn child
  • Liquidity events
  • Children move out of home
  • Downsizing living arrangements
  • Loss of a spouse
  • Inheritance
  • Retirement

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OUR APPROACH

Tailoring your loan portfolio is as important as any other aspect of your financial life and our approach is reflective of this. It engages you, keeps you informed, and is designed to assist you from the initial discovery meeting to settlement and throughout the life of the loan or credit facility in place.

STEP 1: DISCOVERY AND NEEDS ANALYSIS

  • The ‘discovery ‘meeting focuses on understanding you – your goals, aspirations, objectives, financial profile and plans and what you want to achieve.It is also an opportunity for you to understand how we work, and the process involved in obtaining your loan., as well as asking any questions you may have.

STEP 2: PRESENTATION OF RECOMMENDATIONS

  • Based on the information obtained in the discovery meeting we build our recommendations.We then organise to present and discuss these recommendations with you and answer any questions you have. This will include appropriate loan structures, product rates, terms and features as well as any important information you need to be aware of.

STEP 3: IMPLEMENTATION OF RECOMMENDATIONS

  • Once the recommended solution is agreed upon, we manage and facilitate the process.This will include the loan application preparation and submission, documentation handling and requests, the approval process and through to settlement.We keep you informed and answer your questions at each progressive stage.

STEP 4: BEYOND SETTLEMENT:

  • Life is dynamic – needs and circumstances change.As such we will be there for the life of the loan to ensure the structure and features remain appropriate and the rates competitive, as well as for your future financing needs.

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