Step Two:

Loan Selection and Customisation

Following the initial consultation, we collaborate with you to identify the most appropriate loan product tailored to your specific needs. This involves determining the type of home loan that best aligns with your goals, whether it’s a fixed-rate, variable-rate or split loan for residential or investment purposes. For investment loans, we help you choose the loan structure that complements your investment strategy, which could include interest-only loans. Separately, for commercial loans and self-managed super fund loans, we assist you in finding the right financing solution that aligns with your objectives and requirements. We leverage our extensive knowledge and expertise to guide you through this critical decision-making process, ensuring that the chosen loan structure aligns with your overall objectives.