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Our aim
is to provide a complete one-stop finance broking service that will
satisfy our client’s needs both now and into the future.
The
service we offer and provide covers three distinct but complementary
areas:
Finance
Broking
This is the core focus of our business. As finance
brokers we:
- Promote our services to new and existing clients,
- Personally interview our clients and complete all necessary
paperwork for a finance application,
- Seek out and analyse the most appropriate finance options
available for each client’s particular situation and needs,
- Submit the application direct to the client’s lender of
choice and liaise directly with the lender on their behalf through to
approval and settlement,
- Liaise with any other parties involved in the transaction as
required or as appropriate, for example, solicitors, real estate
agents, vendors, accountants etc..
- Provide after-sales service to our clients by way of acting
as a first point of reference for any finance needs or issues they
have, whether immediately post-settlement or in the future.
Finance
Consultancy
In
our consultancy role we are able to provide advice and recommendations
on:
- Financing options and strategies for specific situations,
- Loan structuring, and
- Budgeting.
Referral of Clients
This arm of our service involves the formal referral of clients to
other affiliated service professionals in situations where the client
requires specific professional advice or assistance that is outside the
realm of our business expertise.
These generally include solicitors, financial planners, accountants,
insurance agents and the like.
To learn more about the types of loan
products and services we can access, please click here to go to our Loans
Page.
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