Mortgage Origination

We are able to approach all major banks to obtain home loan finance. This is a free service provided to people purchasing a residential property. We are aware which bank would view the application in a most favourable light and we take much of the stress out of the home loan process. Our success rate is almost double that of applicants who try and attend to a home loan application themselves. We obtain the best deal possible from the lender and keep an eye on the progress of the matter until the property is transferred into the name of the purchaser.

Commercial Property Finance

We assist by gathering all the required documentation and advising the purchaser what loan amount should be granted by the bank. We are able to deal directly with the bank specialist staff to ensure that the loan is granted for the highest amount possible at the best possible rate.

Bridging Finance

In some instances bridging finance is the most suitable avenue of raising a loan. We are able to source such loans from different lenders depending on the individual circumstances that apply. Such loans are normally of a short term nature and funds are lent by reputable lenders.

Short Term Insurance

We have various channels available so that we can offer short term insurance at competitive rates. This relates to specialised policies for residential properties that are being bought and also relates to all other aspects of short term insurance such as household content cover, all risk cover, professional indemnity, vehicle insurance or business insurance.

Investments

Funds are invested by a Certified Financial Planner and the funds are invested in the most suitable investment following an in -depth discussion and analysis to ascertain the risk profile and requirements that are directly related to the particular application.

Life Insurance

The correct level of life cover is arranged either via specialised bond protection insurance or via a suitable life insurance product. Comparisons are conducted across different life policy products so that the most appropriate policy is recommended.

Retirement Planning

Funds are invested according to the specific individual circumstances. Annual reviews are conducted to ensure that the investment decisions taken remain relevant over the years.

Property Presentations

Talks on property loans are presented and these include interesting insights into how the banks view applications and how affordability criteria and lending policies are applied.

Motivational Talks

Motivational talks are presented that provide the audience with useful and positive tools to encourage a brighter view of day to day life.

Personalised Mortgage Originator

We are a personalised business focused exclusively on the best deal for our clients.
Contact us TODAY for a chat about your specific circumstances and we will do our best to assist you.

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Bond origination is a FREE service to our clients.