Custom Wealth Solutions, alongside our affiliates and a suite of hand selected lenders will bring to you a lending solution tailored to your needs.
Comprehensive financial planning incorporates sound lending strategies and the use of debt. Our services include, but are not limited to the following:
• Residential Mortgages
• Commercial Mortgages
• Leasing
• Commercial / Business Finance
• Margin Lending
OUR PROCESS
We have a powerful advice methodology which we follow when providing the best financing solution.
Our advice process is designed to save you thousands
Our advice is work-shopped across our experienced team to ensure we maintain our highest standards of advice. Our advisory process involves:
Product and structure advice We obtain a detailed understanding of your current and future borrowing requirements. Based on our teams broad knowledge of products, taxation and risk management, we identify the best loan structure and products which meet your existing and future needs. This may also involve identifying tax, accountant and estate planning matters which you may need to seek more advice on.
Negotiate the lowest cost Based on our recommended product and structure, we search for the lowest cost loan for you from thousands of products offered by over 30 lenders. Due to our reputation, relationship with lenders and buying power, we may be able to negotiate a better than standard interest rate discounts. Where appropriate, we will also approach your existing lender to ensure the best outcomes are identified.
Implementation When the lender and loan product has been selected, we activate the loan application process on your behalf – ensuring your involvement is minimised so that you can focus on more important matters. We prepare your application form, respond to the lender’s questions, check the loan documents, and monitor the process constantly to ensure that your application is dealt with smoothly. We update you continually throughout the process and are available to answer any queries or concerns you may have.
Contact us today for an initial free finance health check
