Every journey begins with a detailed consultation - conducted in person, via video call, or over the phone. This conversation allows me to gain a clear understanding of your financial position, objectives, and any specific requirements, forming the foundation for a tailored lending solution.

Following our initial discussion, you’ll receive access to a secure client portal containing a digital Fact Finder and a personalised checklist. This streamlined process ensures the safe and efficient upload of all required documentation.

With your financial details and documentation in place, I undertake a comprehensive analysis to identify the most suitable lenders and products. You’ll be presented with a clear, strategic recommendation aligned with your goals.

Once a preferred lender and product are selected, I prepare your credit proposal and all necessary documentation for electronic signing. I manage the full submission process, liaising directly with the lender to ensure a smooth path to approval.

I coordinate closely with all relevant parties—including your real estate agent, buyer’s agent, lender, and conveyancer—to manage the settlement process. My focus is on ensuring every document is completed accurately and timelines are met without issue.

My service doesn’t end at settlement. I remain available for ongoing support, loan reviews, and future lending needs. Whether you're refinancing, upgrading, or seeking guidance down the line, I’m here as your long-term lending partner.