Our Services

What we do

We provide specific advice and recommendations on which lending products to use and how to structure them. We take care of your financing needs in a different way, taking time to understand your situation, goals and objectives.

The emphasis is on making sure that whichever lending strategy is put in place, it is tied to your overall financial planning, tax planning and cash flow management. We focus on working very closely with your other advisers to make sure this happens seamlessly.

Our private banking advisers will know your situation intimately, and you will be able to call and meet with them at anytime to discuss, amend or add to your lending and banking arrangements. You won’t need to deal with the long customer service telephone waiting lines of the banks, probably having to deal with an operator in another country.

As your relationship develops with your private banking adviser, they will proactively approach you to discuss alternative lending products and strategies that could improve your situation, and your ability to achieve your goals. This is normally done during our comprehensive annual review process. Here, all clients have the opportunity to discuss their situation and options with their private banking adviser.

Why choose us?

There are many benefits to engaging a private banking adviser to help you with financing:

• It’s a free service that saves you time and money
• One personal point of contact for all your finance and banking needs
• Take advantage of over 20 years residential lending experience
• Instead of applying for a loan with one bank, in effect you are applying for a loan with all the banks and lenders that we deal with. This increases your options dramatically and ensures you get the most competitive package
• You gain the advantage of someone that can negotiate on your behalf to get you the best deal possible
• We can often negotiate additional ‘professional package’ discounted rates and fees, depending on the size of the loan
• Your loan portfolio will be proactively reviewed on a regular basis to ensure that your products are consistently top of market

Fees

There is no fee for our services.  

We receive a commission from which ever lender we source your funds from. 

Virtually all the main banks and lenders that we deal with pay similar commissions for their products; we have no reason to favour one lender over another and our business is built around finding you, our customer, the best deal available.  

With our advice, and our contacts in the banking sector, we are confident that you’ll end up with a much more competitive rate than if you were to try sourcing the funds yourself.