Help our clients understand the important issues that may impact them. We help them to stay aligned/ on track in achieving their short, medium
and long-term financial goals, ensuring they achieve the right balance between their finance needs in the context of their personal circumstances.
We do this by getting a deep understanding our clients’ needs and plans and through the appropriate structuring of our client’s credit and finance
portfolios.
Having the appropriate structure in place can assist in cash flow management as well as potentially save many thousands of dollars in both
interest and/ or tax over the life of the loan – leading to enhanced financial outcome for our clients.
Security/ Comfort; In having a tailored loan portfolio aligned to your goals, objectives and values.
Certainty/ Knowledge; Knowing you’re in the right long term structure and product
Partnership; We partner with our clients through life’s transitions
We assist our clients from the initial needs analysis through the life of the loan or credit facility in place. This includes presenting to you your
options, facilitating the loan application process, handling all your documentation, answering questions at each progressive stage and ongoing
review to ensure it always remains appropriate and competitive after settlement.
We have access to a wide range of lenders, and negotiate between all the various lenders on your behalf to obtain the most appropriate and
structure and competitive rates and fees.
Our brokers are paid by the lender, not the borrower, making our service 100% free for the borrower.