We collect initial personal & financial data from you and discuss what you're looking to achieve with your investment portfolio. We use this information to determine how we can best help you.

This is where we look for any areas we can optimise your funding structure whether you want to purchase additional properties or uncross securities, reduce interest, release equity, pay down debt etc.

If it's your first investment property purchase we can show you how to structure your loan correctly to enable you to purchase additional properties in the future.

Once we've decided on how we can best help you, we implement our 'plan of attack' by arranging valuations, applications, variations, discharges, pricing requests and all the other 'stuff' that's required for you to move forward with your loan application.

Once implemented, we continually monitor the portfolio to ensure your loans are structured correctly with regular reviews.

We stay in touch with you via regular lending and market updates to ensure you're not missing out on any new offers that may arise.