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Lending Assessment

Comprehensive assessment of your new or existing lending requirements.

  • 45 min
  • Complimentary
  • Phone or Video Call

Service Description

New Loans: I will find out where you're currently sitting financially, what you're looking to achieve and how we will get there. We will cover your current assets, liabilities, living expenses and use this information to assess your best loan structure. This will allow us to ascertain your lending capacity, run different scenarios and ultimately find the best match for your lending. Existing Loans: Review of your current situation, check your rate is still competitive and negotiate if necessary. Discuss any future goals or anticipated changes to ensure we have the most ideal solutions in place for you moving forward. Answer any questions or queries you may have.

Contact Details


Sunshine Coast QLD, Australia

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