Our Process and Strategy

define the strategy

Our relationship with our clients is that of a long term debt adviser helping them to confidently move forward to achieve their immediate loan requirements, but in a strategy in line with long term objectives.

.The first step is to work with you (and any other of your trusted advisers) to understand both your current situation and overall plans. Understanding, with our Financial Planning background, what your approach is and achieving those outcomes initially but also making sure they are in line with long term financial, family and growth plans.

present opportunities

Next we help you understand key decision points, enabling smarter decisions about your finance both now and in the future.

The result is significantly superior outcomes and better risk management for our clients compared to focusing solely on interest rates. Important, and something we always have front of mind with our panel of lenders.

However its a long term approach we strive for and interest rates just form a smal part of the overall structure of the loan and growth of your property portfolio.

achieve results

Our approach has improved the relationships with our panel of lenders, enabling us to regularly negotiate additional interest rate discounts above those advertised to the public. Accordingly we often have the ability to talk with senior credit about more complex client needs or situations to assist in approval.

The banking environment is ever changing and more stringent than ever. Our results with clients has been to identify the clients position and achieve the desired outcome in the most efficient and effective way, while always making sure our clients have a clear understanding of the goals and objectives we are looking to achieve for them..

This gives our clients confidence in knowing we are acting always acting in their best interests, achieving their objectives and starting our partnership together.