We'll work through what you're trying to do, what the bank is likely to assess and the main options or next steps worth exploring.
Choose a timeNot sure a full session is the right first step? Tell me what you're trying to do and choose whether you'd prefer an email or a call.
We'll look at your position and the options before you decide whether to apply.
Get a clearer view of whether the main constraint is deposit, borrowing capacity, lender policy or something else.
Compare the relevant lender requirements and the costs and benefits of each option.
Work out what's needed before you apply, or whether it makes sense to wait.
After you book, I'll send you an optional fact find. Filling it in helps me prepare and makes the session more useful, but you can still turn up with rough numbers.
The strategy session is free and there's no obligation to apply. Any lender option still depends on a full assessment, current policy and your circumstances.
Use the calendar to choose an available time. If none of the displayed times suit you, send me an after-hours request and I'll check what I can make work.
Tell me the day and time you'd prefer. I'll reply to confirm it or suggest another option. Sending this form doesn't confirm the appointment.
For most standard residential home loans I don't charge you a broker fee. I'm paid by the lender if a loan settles.
If a separate fee applies to a specialist or unusual scenario, I'll explain it in writing before you proceed. Normal lender, government, legal and third-party costs still apply. Read the full explanation.
Send me a quick message instead. I'll read what you're trying to do and reply by email or phone, based on your preference.
Tell me what you're trying to do