A great opportunity to review you loan!


Let's review your loan

The amount, the term, the rate type, maybe even the repayment method! So with this in mind it is important to properly review your situation. That’s where we come in! We will look at what is available from your existing lender and compare it with all the other choices you have. Once we have reviewed your whole situation we’ll be able to recommend a solution for you that suits your new requirements. Sometimes it will be best to stay with your existing lender and just swap to a new rate but you are sometimes limited if you want to make many other changes. In other situations you will be best with a new lender as a new customer. Either way we will recommend the best solution for you and handle the whole process from start to finish. As this is a good time to be making changes it might be a good idea to think about whether you need to borrow any more for anything else, like home improvements. Alternatively, you may have some extra money to pay off some of your mortgage if you’ve been saving up!

Our Refinancing Process

Initial Meeting

Understanding You

During our initial meeting, we work with you to understand your current financial situation and help you to assess your best option on refinancing your current loan.



We will request further information about your financials to ensure that we can be as accurate as possible on your best refinancing options.


Your Tailored Options

We will narrow down your options to 3-4 lenders. From there we will meet to discuss the pros and cons to all options and assist you selecting the most suitable one for your situation.



We take over from here and ensure that your file is lodged promptly



We will keep you updated every step of the way and let you know when you loan has been approved. Consequently, we walk you through the loan documents to ensure you have our support to answer any inquiry that you may have



Once your loan is settled we will meet again to make sure that all your accounts are linked and activated according to the initial structure put in place for you.

Frequently Asked Questions

There can be many benefits to refinancing including lower interest rates, securing a lower fixed rate, potentially paying off your mortgage sooner, consolidating debts and much more.

That can be pretty tricky! Have a chat with our finance specialists who can guide you in this selection as per your best interest

Refinancing has many benefits however there can be costs associated, we will ensure that whatever short term cost there are will be outweighed by long term savings

Every individual scenario is different, some are more complex which generally take a little longer than those that are not. It also depends on the discharging lender and their processing timeframes.

Get In Touch




Suite 575, UL40, Level 2
1341 Dandenong Road, Chadstone,
Victoria 3148

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