Whether it’s buying your first home, starting that renovation you’ve been planning, refinancing to meet your ongoing financial requirements or getting ready to invest in property or shares, the first step is for us to understand your goals and where you’re headed. Because finance is not a “one size fits all” approach. The best strategy for you may be completely different to that of your neighbour or friends – because your values, circumstances and goals are all different.
So we listen! We don’t get you to just fill out a form or tick a box…we really listen – to your dreams, your goals, your circumstances, your limitations, your beliefs, your fears. We want to understand you so we can come up with the best solution for you.
So our “Discovery” step includes:
- Arranging a time for an initial chat (you can Schedule a free 15 minute chat at a convenient time via our website)
- Finding out the way you’d prefer to interact throughout the process (whether that’s fact to face, via email, phone or online – we have all platforms available)
- Sending you an easy, secure, online link (the fact find) for you to provide your financial details and allow us to get a complete picture of your financial situation. (This link becomes an online portal where you upload your documents throughout the lending process, and lets you save your progress and come back at any time).
- Once you complete these details, we are notified and can progress to the next step. We follow up with a phone call or meeting to ensure all details are correct and you’re ready to progress to the next step.