So why use a Caveo Partners Finance Adviser rather than go directly to your bank? Using one of our qualified Finance Advisers (Mortgage Brokers) to navigate through the loan process will save you considerable time, and depending on your loan, may result in a saving of thousands of dollars over the lifetime of your loan.
There are many reasons why it pays to use a Caveo Partners Finance Adviser when looking for a home loan, commercial loan, or lease and it does not necessarily mean not staying with the same bank.
The right debt strategy and or loan for you isn’t just about getting the cheapest rate. You might be offered a ‘special deal’, but don’t forget to factor in the monthly/annual fees, set-up costs, application fees, the list goes on. It pays to compare, and this is where a good Finance Adviser will assist.
One of the biggest advantages of using a Finance Adviser is choice. We have access to a broad cross-section of lenders, who all have a wide choice of products. This means we can match a product to you and your needs.
One of our Finance Advisers can develop a debt strategy that meets your needs, not just for today, but for your future. We can set-up your lending in a way that meets your needs and goals. Of course, plans can change, and your Finance Adviser will be there to assist when they do. We will work with your Accountant or Financial Adviser to structure your debt effectively and efficiently. Caveo Partners will be there for your whole journey, not just until your bank manager gets a promotion or moves to another branch or lender.
When was the last time you tried to call your bank to speak to an actual person and didn’t have to set aside an hour of your time? A Caveo Partners Finance Adviser liaises with the lender on your behalf, and in the case of a purchase (and sometimes a sale at the same time), conveyancers and real estate agents as well. We make sure that your application moves forward, deal with any questions the lender has and co-ordinate to meet your settlement date.
Obviously, you will still need to provide documented evidence for your loan for us to ensure that it is appropriate. But we will ensure that you have everything together when your application is submitted leading to less delays. When you are working towards a settlement date, this is particularly important. Using a Caveo Partners Finance Adviser reduces the chance of your application being delayed or even rejected. We will work with you to get the best possible result for you and your family.
If you are ready to finally purchase your dream home, refinance or work on an investment property portfolio, relax and let our experienced advice team work for you!
Call Caveo Partners today on (08) 8201 8333 or email enquiries@caveopartners.com.au