Pick your date and time for Our Customer Success Advisor to call you and find the best way to help you.
New to us?
Lending Needs Consultation (Initial)
30 minutes | Free
An initial Appointment is needed to establish your lending needs. We need to get to know you, your financial situation and lending needs. We hope that as part of this, you will get to know us as well. A second appointment will be needed to present lending solutions and finalize any lending applications. Initial appointments are completed via phone or video call.
Need a follow up?
Follow-up Lending Consultation
1 hour | Free
A secondary catch-up is required to go through your lending strategies and product suggestions. Time is needed for questions to be asked and options to be discussed. Lender Application forms will usually be completed during this appointment and documents gathered to support your application. Formal Identification processes also need to be carried out.
Need to stop splashing your cash?
Budget, Saving & Spending Analysis Consultation
1 hour | Initial discussion Fee, Ongoing advice $330 per hour or flat fee
Budget, Saving and Spending analysis is completed with you by one of our consultants with the view to help you recognise where you are spending your money, how you can improve your savings and cash flow and help you improve your spending habits. This service is great for people wanting to save to buy a home or simply pay off debts without consolidating.