Free · By video · No paperwork needed to book

Book a free Home Loan Strategy Session

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 time

Not sure a full session is the right first step? Tell me what you're trying to do and I'll start with a quick 5 to 10 minute call.

What we'll work through

The session is a working conversation, not a sales presentation. The aim is to make the mechanics clear before any application decision.

Find the real issue

Get a clearer view of whether the main constraint is deposit, borrowing capacity, lender policy or something else.

See the trade-offs

Work through the options and lender-policy questions that matter, without pretending one number tells the whole story.

Leave with next steps

Finish with a practical next-step list, even if applying now doesn't make sense.

Optional pre-work

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.

Free, with no obligation

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.

Choose your appointment time

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.

Video calls only for initial appointments
These times don't work for you? Request an after-hours appointment

Request another time

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.

Add any flexibility that would make another time workable.

I'll only use these details to respond to this request. Read the privacy policy.

How I get paid

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.

Prefer to start smaller?

Send me a quick message instead. I'll read what you're trying to do and start with a short call before booking the full session.

Tell me what you're trying to do
Book a strategy session