Working with a broker

The process we’ll go through

DISCOVERY

Jump online and answer questions about what you're trying to do,
your income, assets and other financial information.

THE MEETING

We’ll talk about goals, present some options and an early recommendation.

IN-DEPTH RESEARCH

We’ll scour the market and ensure our recommendation
is the most competitive solution for you, and best fits your needs.

GAME PLAN PRESENTATION

You’ll be presented with a Personalised Game Plan with tailored solutions
and recommendations to meet your goals and objectives.

LODGE YOUR APPLICATION AND PREPARE FOR SIGNING

We’ll work with the lender you choose to package, sign and lodge
your documents - and do the legwork to get you approved.

APPROVAL MOMENT

Congratulations! This is what we live for. We’ll let you know that everything
has gone smoothly with your loan so you can pop the champagne.

SETTLEMENT DAY

This is the moment when the lender releases the money to you. We’ll be there for
you during the settlement process to let you know everything has gone through.

TOGETHER FOR THE LONG HAUL

This is the moment when the lender releases the money to you. We’ll be there for
you during the settlement process to let you know everything has gone through.

Related content