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Our Mortgage Advice Process
Our process has been developed over many years and is designed to make your experience simple and easy.
1. Initial Meeting
We take the time to get to know you and your family, understanding both your current situation and your future ambitions. This is an opportunity to build trust, ensure we are the right fit, and fully explore your options.
2. Market Research
We use everything we've learned to conduct thorough, whole-of-market research. We speak directly with lenders and providers to ensure we find the right solution for you, first time.
3. Presentation of Recommendations
We present our tailored recommendations, clearly explaining the lender or protection provider we suggest and the reasons behind our choice. We’ll answer all your questions, ensuring you feel comfortable and informed.
4. Application Submission
Once you're happy with our recommendation, we’ll handle the full application process for you. We keep you updated at every stage. Should any unexpected issues arise, we’ll use our extensive industry contacts to find a solution quickly.
5. Ongoing Reviews
Our service doesn’t stop once your mortgage completes. We continually review your rate with both your existing lender and the wider market to ensure you remain on the best deal available. If a better rate becomes available, we’ll be in touch to discuss your options, always considering your timescales.
What do we do?
You’ll always speak to someone who listens, understands, and puts your needs first. Let’s work together to make your property journey a success.
We will always:
We will never:
Provide support throughout the whole process, taking away as much stress as possible from the property financing process.
Source the most competitive mortgages available and continue to monitor to find the right solution for you.
Create a detailed plan, not just for now, but for the future too.
Leave you to navigate the world of mortgages and protection alone.
Recommend something to you without knowing your whole situation first.
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