INITIAL CONSULTATION
Our initial consultation helps uncover your goals and aspirations. The consultation is a fundamental part of our process as it helps us ascertain your aspirations and to choose a suitable solution for you to realise your goals.
RESEARCH & STRATEGY
Next, we analyse the information we’ve unconverted and through our research, we will carefully consider strategic solutions that will help you achieve your goals.
RECOMMENDATION
We will then provide you with your recommendation and a choice of three to choose from.
FINANCE SUBMISSION
Once we have proceeded with the recommendation, we will submit your application with the chosen lender.
FORMAL APPROVAL
This is when the chosen lender has confirmed they are willing to approve and settle your loan. At this stage, you can relax.
SETTLEMENT & MONITOR
Congratulations your finance journey has been completed! Our journey does not end here, all good solutions need to be monitored regularly and through our routine check-ins, we will ensure the initial solution is still relevant for your goals.
