Financial Broking & Lending
Specialised finance and lending solutions for first time home buyers and those who accumulate investment and commercial properties or have more-complex finance considerations.
Access to finance and advice on lending terms and conditions is an important consideration when formulating and executing an individual personal strategic plan. While it is important to consider interest rates and lending terms, finance and lending solutions should also be considered in alignment financial planning, tax and legal matters.
Finance broking and lending services for executives and senior managers include:
- Researching financial options in context of the lending purpose and purchase criteria
- Guidance for decision making by providing options and recommendations
- Coordination of the lending process through to settlement
- Refinancing services (i.e. executives who relocate and plan to rent their formal principal residence)