personalised support
We believe that securing financing is just the beginning of your journey. To ensure you never feel alone along the way, we’ve integrated clear and regular touchpoints into our service model, tailored specifically to your unique needs and aspirations.
Here’s what our timeline of ongoing support looks like:
- Initial Follow-Up (1 Month Post Loan Completion): A month after your loan settlement, we’ll reach out to touch base and ensure everything is progressing smoothly. This is an excellent opportunity to address any questions you may have and clarify any aspects of your new financial landscape.
- Regular Loan Health Checks (Every 6 Months): To keep your financial strategy in line with any changes in your life or the market, we conduct a comprehensive loan health check every six months throughout the term of your loan. These assessments give you the chance to evaluate your financial situation, explore new opportunities, and adjust your strategy to better align with your goals.
- Ongoing Communication: Throughout your journey, our dedicated team encourages open communication, inviting you to reach out anytime for advice or questions, no matter how big or small. We’re here to support you at every turn.
In addition to these scheduled touchpoints, we offer a suite of post-settlement services designed to keep you informed and empowered. Whether it’s updates on interest rates, refinancing options, or investment strategies, our goal is to ensure you are equipped with the right knowledge to make informed decisions. Our partnerships with architects also provide unique insights on how your property’s design can enhance its value over the years.
We strive to create a thriving partnership built on honesty and trust, ensuring transparency in all processes and developments. We’re here to celebrate your successes, navigate challenges, and adapt to your evolving goals, reinforcing our commitment to your long-term satisfaction and achievement.
Your journey is our priority, and we’re dedicated to walking with you every step of the way!