What to expect from your first meeting
The first step is for us to get to know you. Having a true understanding of your needs, goals and current financial situation will allow us to work with you to find the best loan solution on your road towards financial freedom.
What should you bring to the first meeting?
During our initial catch up I’ll need to ask you about your current financial position, it would be a great help if you can come prepared with as much information as you can, such as:
- pay slips or proof of income
- current balances for home loans or personal loans & savings
- driver’s license
- tax returns
- copies of most recent statements for other credit facilities ie: credit cards or other loans including M/V
