• Our Process

We oversee the entire process, saving you time, stress and money.

Our key motivation is to help you obtain the right finance solution so you can concentrate on building your future. We want to be a Mortgage Advisor that you are proud to refer to your friends, family and co-workers

My process is 7 steps hassle free

First Contact

By taking time to answer a few brief questions, we will be able to establish an understanding of your finance requirements and arrange a convenient time to meet.

Needs Analysis

It is time for us all to meet and get comfortable, discuss your needs, objectives and key requirements in detail. At this stage, we also collect copies of any relevant documents required for your application.


Within days of conducting a detailed analysis of your information, I will report back to you with my findings.

Depending on your request this may include your borrowing capacity, associated costs with a purchase, loan comparison reports and finance structures.

What’s Best For You

This is the fun bit. Researching in detail our vast lender panel I will recommend a finance solution specific to your personal circumstance.

From here we will discuss in detail, the pro’s and con’s of each product before making your decision.

Time To Sign

We arrange a time to meet with you to sign the loan application. We then submit the application along with all supporting documentation to your chosen lender. Our friendly office staff will keep you up to date with your application progress.


Now is the time to ‘rest easy’ knowing that every stage of your home loan application has been managed by us, ensuring a hassle-free experience.

Advantage Plus


As your mortgage advisor, we make this Promise – our advice will always be based on the premise that ‘Your Best Interests Are Paramount’. Our Advantage Plus program entitles you to an annual review of your loan portfolio, ongoing mortgage advice, plus updates on market trends and relevant mortgage news.

“To not have to worry about all the details and research of finding the best possible loan was brilliant.”

Andy Welfare (Broadcast Designer, Freelance)
Dyan Gregoriou (Hairstylist)

The Loan Operator (490658) and Steve Morrison (387547) are credit representatives of NewCo Financial Services Pty Limited Australian Credit Licence 385054.
Website by: Elizabeth Nicholls | SEO & Digital Strategy: Melbourne Digital Solutions | Photographer: Nicola Dracoulis

Privacy Policy | Dispute Resolution | Phone: 0390686139