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We see looking after your finances as a life long commitment
That’s why we offer regular mortgage advice and guidance
throughout the different stages in your life.

HOW OUR CLIENTS BENEFIT...

“As a part of your After Care Program you contacted us a year later suggesting that we review our financial situation to ensure we’re on track to meet our financial goals. With this review you were able to identify and highlight to us that we have enough funds to purchase another investment property.  Whilst we were both a little hesitant, you were able to assist us to better understand the process and the long term benefits for us, without making any major changes to our current lifestyle.  I have always felt that you were working for us and not the bank as our interests/requirements were always a priority before the bank.

With your genuine, positive, proactive and experienced approach, my only wish is that I met you a lot earlier, but like you said, you can’t look in the past and think what you didn’t do, but rather look at the present and look what you can do.

Once again thank you both for all your great work continual support and I’m very happy to recommend your services to my family and friends”

Ivan & Sharon Stanic – Property Investors

ABOUT OUR PROGRAM

We see looking after your finances as a lifelong commitment.  That’s why we offer regular mortgage advice and guidance throughout the different stages in your life.

Together, we can help you manage your finances to allow you retire financially free and enjoy the truly important things in your life.

As a valued client of our business you automatically qualify for our After Care program, providing you peace of mind knowing that you have an ongoing trusted source for mortgage advice, as well as an annual review process to ensure your mortgage is always working for you.

HOW YOU BENEFIT

Management of your finances is a critical step towards achieving financial freedom.  We offer you regular mortgage advice and guidance throughout the different stages in your life.

We assist and guide you to ensure you capitalise on every opportunity and ensure you eliminate personal debt fast, and leverage off your available equity to create wealth faster.

As a valued member of our After Care program, you will be invited to take up an annual review of your loan portfolio.  A health check once a year is a great way to ensure that you have the most cost competitive home or investment loan available and that your loan portfolio is still aligned with your longer term goals and objectives.

Our After Care program will provide you the peace of mind knowing that your finances are managed by a qualified mortgage professional on an ongoing basis.

ANNUAL REVIEW PROCESS

We all know that a lot can happen over time; additions to the family, employment changes, or even financial changes that have you considering using the equity in your home to invest in your future.

Our annual review process includes the following key areas to ensure your loan portfolio is always working for you:

KEY AREA 1:

We review your current home or investment loans to ensure they are still market competitive and help you put more money back in your pocket;

KEY AREA 2:

We review the possible equity available which can be released and recycled into buying more property helping you create wealth faster;

KEY AREA 3:

We consider the economic environment and if required we alter your loan portfolio to ensure you minimise your investment risk and safeguard your home and investments;

KEY AREA 4:

We ensure that your tax position is optimised and your loan structure aligned with any changes that have occurred in your life with the objective of eliminating bad debt fast and optimising your equity for further investments.