Whether purchasing or remortgaging, our aim is to find the most suitable mortgage for our clients from across the market.
This involves a six phase process:
1 We complete a thorough fact-find, ensuring we understand the circumstances of each individual.
2 We complete a budget planner with the clients to ensure continued affordability.
3 We discuss the suitability of the mortgage schemes with each client and the repayment methods.
4 Using the information we search across the market to identify the most suitable mortgage.
5 We present our findings to the client and discuss the recommendation.
6 We review the insurance arrangements a client has in place to protect the property, their mortgage and lifestyle.
Our role following recommendation:
Please click to download our Mortgage Glossary of Terms.
In order for us to source the right mortgage for you, please complete the form below…
Mortgage Sourcing Table: IRESS
THIS INFORMATION DOES NOT CONTAIN ALL OF THE DETAILS YOU NEED TO CHOOSE A MORTGAGE. PLEASE CONSULT A QUALIFIED ADVISOR BEFORE UNDERTAKING ANY BORROWING.