Our Finance Process

From your first question to settlement and beyond, we help you understand what is happening and what comes next.

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Conversation
1

Start With a Conversation

Tell us what you’re planning and what matters to you. We’ll discuss your circumstances, goals and any timing requirements.

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2

Understand Your Position

We help you gather the information needed to assess your lending options, including relevant income, expenses and existing commitments.

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3

Explore Suitable Options

We explain suitable options from our lender panel, including features, costs and requirements, so you can decide how to proceed.

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4

Prepare Your Application

Once you choose to proceed, we help prepare and submit your application and keep you informed of the lender’s progress and requests.

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5

Work Towards Settlement

We help you understand the lending steps required for settlement and communicate with the relevant parties. Approval and settlement remain subject to the lender’s requirements.

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6

Stay in Touch

When your circumstances or plans change, our team is available to help you review your finance and discuss your next move. We’ll also regularly check in on your loan and interest rate to make sure they continue to suit your needs and that you’re getting a competitive rate.

Let’s Talk About Your Next Step

Not sure where to start? Tell us what you’re planning, and our team will help you understand your finance options and what comes next.