What to expect from your first meeting with us


The first steps of buying a property, business or commercial equipment are often securing the finance, and the ‘make or break’ nature of that can make the first meeting with a finance broker a daunting prospect.

Your initial meeting is important as your finance broker will try and get an understanding of who you are and what you want to achieve so that they can tailor a product to your circumstances. While your broker will do the majority of the legwork, you should also do a little homework yourself before the first meeting. Be sure to come prepared with any queries you may have.

It is important that you come organised for your meeting, which includes having your documentation prepared. You should have two payslips ready to go, or if you are self-employed, you will need to provide two tax returns. As well as this, you will need to show documents for any other income, such as rental, shares and other investments. The process is much more straightforward if you have all the documents ready.

Your broker will need to get a good understanding of your lifestyle and your financial situation. Therefore, he or she will ask you questions about your current situation and any future goals you have in mind, such as starting a family.

If you apply for a home loan directly through a bank, they can only provide you with the products they offer. On the other hand, a broker has access to a range of products and a range of lenders. Along with a scope of financial products, brokers have

Working with a finance broker gives you access to literally hundreds of different financial products from scores of different financial institutions. Dealing with a finance broker differs from approaching a bank, who will only be able to guide you through the application by recommending their own products.

If you would like to know more, get in touch with us. We’re here to help.