We will first organise a time to chat so that we can discuss your goals and financial situation. This can be done via phone, Zoom or in-person. Unlike banks, we offer flexibility with appointments outside of normal business hours. We’ll provide you with our credit guide along with an online privacy statement and consent.
We’ll ask you to complete an online questionnaire that includes:
- Details of work history
- Living Expenses
- Assets and Liabilities.
This can be completed in your own time or I can go through it with you.
We’ll request you upload supporting documents which can include:
- Notice of assessments
- Bank Statements
- Other Loan/Credit Card Statements
- Your driver licence or other ID