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Do you provide a written recommendation and comparison?

We provide a detailed advice document base on the information you provide, we compare and recommend the product best suited to your current and future goals.

Our advice will clearly show you how to manage your cash flow and save money and finalise your loan early

Who does your adviser use and why?

Can and will your adviser detail who they use personally and why they have note recommended then.

It may be very simple – their circumstance are substantially different to yours.

But by asking the question you should be given a clear an concise answer, at the end of the day the recommendation is for your and you want the best outcome for you and your family.

Which lenders does Financial Vision & Services Pty Ltd work with?

We compare rates, loan features, fees and charges from a range of over 20 lenders, which include all the major banks.

We also have access to non bank and solicitor funding as required.

How does Financial Vision & Services find the right loan for me?

Our mortgage software and many years experience, we can help you compare the loan products of over 20 different lenders, quickly and easily.

We will tell you about the loans that are right for your needs.

We’ll review the details of each loan with you and provide you with a written report confirming you goals and aspirations, provide a comparison between the top providers for your profile and make a recommendation and how to get the most out of the product

We’ll explain clearly all the features and costs associated with our recommendation.

Who does the paperwork?

We will help you complete the loan application form.

Package your application with all the supporting evidence and lodge it with your chosen lender.

Is Financial Vision & Services Pty Ltd qualified?

Financial Vision and Services Pty Ltd hold a Australian Credit Licenece 390288 and its brokers are fully qualified and trained mortgage professionals who are required to:

  • Maintain a licence according to the NCCP government legislation
  • Meet service standards at all times
  • Complete ongoing industry relevant training, to ensure they remain up to date with changing market conditions and our lender policies
  • Maintain MFAA accreditation and adhere to their code of ethics.
  • Maintain professional indemnity insurance.
  • Maitain membership with an external dispute company COSL
What happens with my personal information?

Our Privacy Policy ensures that any personal information collected by us will be used only for the purpose indicated. We will not give your personal information to other organisations for their marketing purposes