A holistic financial solution that helps you achieve your goals
We’ll work together to reach your goals. Do you want to buy a home or invest? What is the target price range for this purchase, and how much money do I have available right now as my deposit?!
We collect the documents required to approve your loan. We assess your borrowing capacity, deposit requirements and contact lenders regarding your scenario.
With all the facts in front of us, we discuss strategy and put together a lender shortlist. We will make enquiries with the lenders we believe are best for your scenario and the documentation you have provided and come back to you with a panel of options to choose from.
We work with your preferred lender to get you the best possible rates and terms. We will also liaise between other professionals who are involved in buying or selling property, such as accountants, solicitors, and agents for smooth settlement on any loan transactions that may arise during this process.

Now you can get pre-approved and make offers on properties that interest you. If your offer is accepted, then we’ll simply “exchange contracts” with the help of a lawyer!
The valuation order confirms that the purchase price for your home will be paid in full. We then prepare all of our documents to help get things moving quickly, including Formal Approval from bank’s side!
We take a detailed look at your Loan Documents before we can schedule the signing of them. This is when you officially accept your loan offer and make it official!
When the keys are in your hands, it’ll feel like all of this hard work has paid off. Your solicitor will help make sure that any final requirements for settlement have been met and arrange funds to complete purchase or refinance on time so you can collect them with ease!