Trust

We cherish lasting relationships built on integrity, transparency, communication, and respect. We respect our clients trust in us and we strive to live up to this trust.

Reliability

We provide an excellent, personalised and professional service using our combined experience and expertise to benefit our clients.

Motivation

We are inspired to think outside the box and delve into uncharted territory to find new ways to add value to the lives of our clients, partners and employees.

Honesty

We are mortgage educators, we listen to our clients and focus on transparent and open communication to provide detailed information for them to make the best decision.

We will:

• Act in your best interests
• Provide you with clear information about the mortgage products and service we offer, including fees and charges if applicable
• Ascertain your financial circumstances, needs, and preferences before making a recommendation
• Only recommend a suitable course of action that you can afford
• Explain the risks and impact of the mortgage advice we give you in a way you will understand
• Encourage you to ask if there is something you do not understand

To help us give you the best mortgage advice, we ask you to:

• Be honest about your personal, financial and company circumstances, needs, preferences and objectives
• Keep us informed of any changes in your financial circumstances
• Inform us before you act on our mortgage advice if you do not understand the risks and potential impact on your future finances
• Always let us know if you don’t understand our recommendations
• Tell us how we can improve our customer service