What is the first step in taking out a home loan?
Your home loan is a serious commitment that will affect every other aspect of your financial plan.
Our job is to make sure that your loan will help you (not hold you back) to meet your financial goals for your future. We help you set up your financial goals and get your financial plan in place before taking out that scary 25-year loan.
The best first step is to talk to our advisors – take advantage of our free consultation – about getting a full overview of your financial situation and find out if you’re ready to take that next step. If you are, we’ll recommend a financial roadmap to get you there in a way that creates the future and lifestyle you imagine.
How exactly do I find the right home loan for me?
We’re glad you asked!
At My Wealth Solutions, we take a holistic approach that considers every aspect of your financial situation before providing advice tailored to your unique circumstances.
That means you’ll never have to worry about being guided in a direction that doesn’t have you and your financial success as its focus.
A good home loan is the one that works the best for you and helps you take a big step along the road to a bright financial future.
Working together with your financial advisor, our dedicated mortgage brokers navigate the complex world of home loans on your behalf. In understanding your goals and existing financial plan, our mortgage brokers are able to centre in on the home loan options that are best suited to your needs. You don’t have to worry about one service contradicting the other – instead, you get excellent service and peace of mind.
You might choose pre-approval, go ahead with finalising the loan that works for you, enjoy a smooth transition (if we’ve done our job well!) on the settlement date, and then get the keys for your new home. Each step of the way, your advisors and mortgage brokers will ensure your best interests are respected, and help with gathering and completing financial requirements and paperwork. .
I’m interested. What should I do next?
Get in touch with us today by signing up for our free consultation. During this consultation, our financial advisors will sit down with you to gain a comprehensive overview of your particular financial situation and goals – and how a home loan will fit into that.
This way, we can make sure that we’re able to help you find and structure a home loan that will fit seamlessly into your whole financial picture.
Contact Us Today
Disclaimer: My Wealth Solutions does not provide mortgage broking services in-house as part of our financial planning services. Instead, we’ll refer you to one of our expert mortgage broking partners who will provide this service to you.