
FinancePath
Mount Waverley VIC 3149No reviews yet
About
Scratching your head and wondering what on earth a "mortgage manager" is? Don't worry – you're not alone! Very simply, we:
* Source money from the wholesale divisions of major Australian banks (who don't deal direct with the public) and loan those funds through a vast range of FinancePath loan products to save you money and give you flexibility.
* Customise a loan to suit your individual needs now AND in the future (rather than pushing you into a pre-fabricated product and leaving you in the hands of big bank service).
* Approve your loan in-house (eliminating the waiting around that often happens with the big banks and brokers).
* Manage every aspect of your loan. Your Personal Lending Consultant will provide you with ongoing guidance and advice, your Credit Manager will make sure your loan is approved, and your Relationship Manager will work hand in hand with your Consultant to support you through the life of your loan (unlike the big banks and some brokers who disappear after settlement).
While all of the above describes the nuts and bolts of what we do, what makes us truly different is our deeply personal approach. We call this Your FinancePath Process, because it's exactly that – your FinancePath.
A thorough 7-step consultative journey, we begin by diving down deep into your unique finance needs and financial goals. Why? Because loans and money management mean nothing unless they're informed by what really matters to you. Perhaps you'd like a holiday? A new house? An investment property (or three!)? Extended time off when you have your first child? The world is your oyster!
We'll ask you the right questions and do a lot of listening to ensure we really understand your vision, give you the best options to make it a reality, and empower you to take advantage of future opportunities. Acting as your personal money coach, we'll be with you for the long haul – checking in with you regularly to keep you on track and pointed in the right direction to achieve your goals.
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