I should review my finance… But where/how do I start?

Our clients often say to us – “I know that I should review my finances, because there are better deals out there. But, it’s not easy, and I don’t have the time to do it.”

It really is a simple process and won’t take much time at all:

• Firstly we will have a brief chat which will take around 30 minutes.  We can understand your financial circumstances and goals. During this meeting, you can provide us with access to any necessary information and authority to contact other related people that we may require information from (e.g an accountant).
• We will then present our tailored recommendations. Our aim is to set you a plan for financial success. We may even suggest you stay with your current lender (if they are suitable/competitive), whilst still saving you money.
• Lastly, if you are happy with the plan, you will sign authorisation for us to act on your behalf, and the finance review is complete.

Now that we have a plan in place, we’ll take over and do the hard work in implementing the plan (negotiate with lenders, submit applications, etc.). You can be as involved as much or as you like. Or just give us the information we need and leave us to it. Once we are ready, we only need a further 45 minutes of your time, to finalise the actions from the review.

Then the fun part…Enjoying the savings and growing your wealth! To get started, talk to us at Finance Detective today, on (08) 9289 7777.