The Financed Process
Getting finance shouldn’t feel confusing or slow. Our process is designed to make things clear, structured and stress-free from day one.
Once you’re happy with a direction, we structure the application properly, and keep you informed at each milestone. If you’ve been introduced by your accountant or adviser, we can coordinate with them to reduce back-and-forth and keep things moving.
Here when you need us.
In a short call (or a face-to face with Simon), we’ll map your objectives, budget, and any non-negotiables.
We lodge your application with a suitable lender and manage the follow-ups on your behalf, answering questions quickly and proactively.
After approval and settlement, we check in at agreed intervals to make sure your lending remains fit for purpose as life and business change.
The Financed Process
A clear, step-by-step process to make finance simple, structured and stress-free.
01.
Connect With Us
Book a call or be introduced via your accountant. Simon takes the time to understand your goals, needs and financial position.
02.
The Right Solution
We review your current financial situation, present tailored finance options and recommed advice that align with your goals.
03.
Application
We prepare all paperwork, gather supporting documents and structure the application correctly. You and your accountant are kept fully informed along the way.
04.
Approval
Once your loan is approved and settled, we’ll touch base to ensure everything’s finalised and you’re happy with the outcome.
05.
Ongoing Support
We continue to assist with reviews, future lending needs and long term financial guidance.
From our first conversation to loan approval and beyond, we follow a structured process designed to save you time, reduce stress and get the right outcome.
Get ready to start your loan journey!
If you’re ready to “Get Financed” simply click on the link below and complete the application form.