How we work together
- I work with you at a time and method of your choosing. Whilst I'm based in the Melbourne suburb of Bentleigh, through the wonders of the web I often service clients across the country. The first step is to get an understanding of your goals via a quick 15 minute phone call or zoom meeting. From there, the below steps generally take place:
- I collect and verify your information to assess your financial position, all done via a secure client portal
- We then reconvene, via a virtual meeting (or face-to-face in my office in Mulgrave) where I take you through a detailed look at your options where we agree on a path forward
- Our team prepares the application and credit proposal for you to sign
- I then manage all dealings with the lender right through to settlement, ensuring you are continually updated on progress.
