OUR
PROCESS

Step 1 – Understand Your Needs and Goals

The aim of our first meeting is to discuss what your long-term strategy is as purchasing a property should never be considered a one-off transaction or in isolation given it will form a significant part of your overall future wealth.

Step 2 – Map Strategies and Opportunities

Once we understand your needs (which where required may involve a discussion with your planner or accountant), we will revert with an individualised Loan Strategy Report outlining the specific lender and product that will suit your needs.

Step 3 – Agreement to Partner

Our core values are focused on the highest level of professional dedication to our clients’ requirements, coupled with our desire to partner for joint success. The care we show our clients truly reflects the partnership we desire in every relationship we have.

Step 4 – Execution of Strategies

Dealing with the banks is an increasingly complex aspect of the property journey. Not only do we manage the vast majority of the loan application and settlement process for our clients, we also liaise with all other parties involved (lawyers, accountants etc) to ensure everything goes off as smoothly as possible.

Step 5 – Review and Grow

This is probably our biggest differentiator. Most banks and brokers stop servicing their clients at this point, however this is where the true value truly sits. If you manage your loan repayments responsibly, the equity that will unfold will be significantly greater, therefore unlocking the as much equity as possible in the future to grow your wealth.

Find out if you qualify

Get in touch with Charter Finance today
and let us chart this journey with you!