Our 6 promises

1. We respect your time

your time is precious

That's why we will be on time for our meetings. If we're delayed, we'll let you know with enough notice - if necessary, we will reschedule to a time that is convenient to you

2. Each meeting moves you forward

the last thing you want is to spend a lot of time talking about what we could do

That's why our meetings are so much more than theory. Together, we'll devise strategies, review previous outcomes and set goals. So each meeting with us WILL get things done.

3. You'll always be in the loop

this is YOUR money & YOUR financial success

So you want to feel confident about progress and outcomes. That's why we promise you will always be informed with friendly, efficient and consistent communication. You'll know where you stand in the purchase or loan process, what the next step is and what we are doing RIGHT NOW to help you reach your goal.

4. Flexible support

things do change - in your life, your work or your family

That's why we maintain flexibility in our process and deliver personal, day-to-day service that meets and matches the developments in your life. You'll have the solutions & guidance you need, WHEN you need it.

5. Your confidentiality is our priority

we are very sensitive to the privacy of your information

That means you can have peace of mind that we will only release appropriate information to relevant lenders, credit assessors, accountants & solicitors. Plus, we will always ask your permission before we pass on information you have shared with us.

6. Your success is our mission

be assured your success is the focus of everything we do

• every choice we help you make
• every option we present to you
• every step in our process...

is specifically designed to help you reach YOUR goals!