How does our financial service work?
Our financial service is pretty straight forward. It comprises the following steps:
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Step 1: Cold Call with our Mortgage broker
The clients get in touch with our mortgage broker to let us know about their financial needs. Our experts will take into account their present financial status and let them know how much they can borrow and decide on the loan package that will be suitable for them. -
Step 2: Preparing application
Once the loan package has been decided upon, our expert will help prepare the application and get all the required documents ready to be submitted alongwith the application. -
Step 3: Conditional Approval
it ‘s pre-approval, which is also called conditional approval. This means, some of the conditions and lending criteria set by the lender(s) are met - but not all. -
Step 4: Unconditional Approval
This stage is also called formal approval and it means all the conditions are met, and the lender is happy to approve the loan. -
Step 5: Signing the loan documents
Our mortgage broker will help clients to sign up the loan documents errorlessly -
Step 6:Settlement of the loan amount
Finally, the settlement of the loan amount is arrived at with the client. This is followed by the disbursement of the settled loan amount and closure of the case.
- Clients are our first and foremost Priority: Our clients are at the centre of whatever steps we take and whatever solutions we arrive at
- We are adequately experienced and qualified: We have at our disposal some of the best financial experts with industry leading qualifications under their belt. Besides, our experts have in-depth knowledge in business and property investment, accounting and banking, and customer service.
- We serve clients as a team: We serve our clients as a team, and this leaves our clients with peace of mind.
- We are always accessible: We are always just a phone call or an email away and that increases the trust factor on us by manifold.
- Our approach to solution is always methodical: We always take a methodical approach that helps us to come up with perfectly tailored solutions for our clients
- We are flexible: The fact that we are flexible helps us tailor the solutions to match the needs of our clients.
- We Are transparent and honest: Honesty, transparency, and integrity have been the cornerstones of our success as a provider of financial services near Adelaide.
- Our specialists are trusted: We work with your very own, salaried employees and advisers, financial planners, lawyers, conveyancers, accountants, real estate agents, property managers to raise our trust factor.
Besides, we empower our clients with the knowledge about latest market dynamics vis-a-vis their financial condition. This helps them to have a clear understanding of the loan package they are eligible for.
We are pretty flexible and we can facilitate the start of loan approval through phone call, video meeting or face to face meeting. Initial interaction and discussion will be all about gaining a deeper understanding of your present financial status and your financial needs.
Yes we can. We support multiple online meeting options in lieu of face to face meetings.
We determine fees for our financial service on the basis of the complexity of your situation and that of the plan that is to be implemented to guide you out of the situation. We will put before you our terms and conditions before the implementation that incorporates the financial advice and the fees in regards to the services.
Anyone who is looking to borrow money to buy a car, renovate a house, buy a vehicle for their business.
Demographics
Full time employed for any duration or casually employed for.more than 3 months or running a business.
Age
18 to 60 years old
Earning
Earning more than $ 30000 per year, on centerlink payments or operational ABN.