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Hi, We're Right Finance Plan and thank you for stopping by. We are constantly adding more content to try and help you answer all your finance questions, have a look around and if you can't find what your after or would like more info we are only an email or phone call away.
We want to be known for our ethical, knowledgeable and genuine personalised service. Just like you we don’t like it when someone, who is in a position of trust pushes a hidden sales agenda on us. That is why we will never do that to you. We passionately believe this to be a service industry not a sales one. When you choose to use our services you can be confident that you are dealing with someone who will put you first.
When we start talk about your home loan and finance options, we are talking about 30+ home loan and mortgage lenders all wanting your business. They include all the majors, non-branch and speciality lenders. Compare that against your bank who have access to only their home finance products. This is especially important at time like now, when the banks are saying ‘no’ more, and by having more home loan and mortgage lenders available to choose from you’re more likely to get a ‘yes’.
We have been in financial services now for over 10 years and as the owner and principal home loan and mortgage writer I am fully committed to my clients for the long term.
I have the following qualifications;
When we say we will take care of it, we mean it.
(for privacy, we have chosen not to use real images)
(to protect the privacy of our clients, we have chosen not to use real images.)
We're ready when you are to sit down at a time and place that is convenient for you. During our first consultation we would like to take the oppurtunity to get to know you and your family better. Find out exactly what it is you would like to do and how we can be of service to you. The first consultation generally takes around 45 min to 1 hour, we will discuss your needs, wants and get to know your goals and objectives so we can understand not only what you would like to achieve but why and how this fits into the broader picture. During our first consultation we can determine whether we can help you and you can assess whether we’re the right fit for you with no obligation to continue whatsoever.
To offer you a personalised financial solution we need to get a comprehensive understanding of your current situation. Where you have come from, where you are now and where you are going. Together we will complete a fact finder which allows us to gather all the information we need to know about you and your family, including your assets, liabilities, expenses and income. We’ll have a honest and open discusion about your situation and how we can best help you.
From here we would like the opportunity to go away and take the time to properly investigate the best home loan and finance options. We take a honest look at what you currently have and compare this to what is available in the market. We look at your needs now and your goals going forward and determine the best finance solution that suits your particular situation. We address your key issues and detail our recommendations in a tailor-made easy-to-read finance plan.
In our second consultation we present you with your finance plan and discuss in detail why we have made these recommendations. This allows you to make an educated and informed decision about the recomendations we have made, the benefits they provide and how together we can implement them.
When you’re ready, we complete all the home loan application forms and gather all the supporting documentation that is needed. We then electronically lodge your home loan application directly with the finance lender you have chosen. Based on yor personal contact preferences we will make sure you are informed the whole way through. We want to do it right and understand that this can be a happy but stressfull time, that is why we are available anytime to take your call
Throughout the process and beyond we are available for support and to answer any questions you may have. We’ll work out how we can best serve your needs going forward and with your permission be in touch on an ongoing basis to ensure your finance plan is regularly reviewed and it remains appropriate for your ongoing needs.
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