How We Work.
How We Work.
Step 1
Reach out to us via email
Step 2
We’ll organise a quick 10-minute discovery call
Step 3
I’ll send you a link to my Fact Find, where you can fill out all the necessary information, and I can assess your financial position.
Step 4
We’ll then catch up either in-person or on Google Meet for a meeting to chat about your options, make a plan and answer any questions you may have.
Step 5
If we are moving forward with an application, necessary documents will be requested which you will upload into the online portal.
Step 6
Application submitted to lenders!