We will work with you to make GREAT things happen

 

CLARITY

We will get (and provide) clarity of where the client is today and where they want to get to!

To give the best advice we need to understand your bigger picture. Where you are today, where you want to get to and some of things that you may face along the way. We don't provide you with the solution that is easiest for you or us. We ask the harder questions and challenge your answers to make sure we all have 100% clarity.

 

ACCOUNTABILITY

It is at the forefront of following through on a plan.

As a Mortgage Manager we take control of the whole process by recommending a range of solutions that will set you on your financial path. There will be a plan put in place with key milestones set to ensure you achieve your goal/s.  We will check in with you to make sure you are on track. If you're unhappy with our loan product, customer service or ongoing personal lending advice at any stage during the life of your loan, and wish to refinance to another lender, we will cover 100% of your exit costs it's part of our FinancePath guarantee.

RELATIONSHIPS

We will work with you.

We take responsibility for assisting you to deliver on your goals. Every FinancePath client has access to a Personal Relationship Manager to provide immediate answers to any questions you may have. No overseas call centres. Just real people who know you,  your goals and are empowered to give you the guidance you need. Our relationship managers will ensure your loan structure and goals continue to meet your needs, these are reviewed on an annual basis (if not before).

 

EDUCATION

We make it simple for you to understand.

It's easy to provide you with a lending solution but we will make sure you actually understand what the numbers mean, the plan and the process. We will make it simple and guide you through step by step our recommendation and then a money management plan to help you get to where you want to go. With any money management plan there is a lot of auxiliary information you may not have considered - personal insurance, wills, power of attorney etc we'll provide the relevant information for you.

 

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