What to expect when you meet with the JLH Finance Advisory team
366 words | 2min Read Time
Getting a home loan, car loan or business loan can be quite complex, involving research, interest rate comparison, lender comparison and lots of paperwork. It can feel overwhelming for many people who find themselves navigating this process alone.
At JLH Finance Advisory, our expert team of finance brokers can make that process much simpler for you, meaning you can rest assured that you’re getting the right deal for your needs while we take care of the shopping around, comparison and deal structure, not to mention streamlining the paperwork for you.
Our ‘friends in finance’ ethos means that we always work in our client’s best interests. We believe in long lasting client relationships where we get to know our client’s business or family needs, and help them build a long-term view of their goals and potential.
In your first appointment with one of our expert finance brokers, we always take time to get to know you, and will ask about your medium and long-term financial goals. Client’s needs vary from purchasing a new car, a new home, or starting a new business. After we assess how much you will need to borrow, we work fast to find the right option for you, from a variety of banks and lenders!
“In our first appointment we like to get to know you and your medium and long-term financial goals.”
We always recommend bringing along some identification, like your drivers’ licence, passport and birth certificate to our first meeting. We’ll also need financial documents like payslips, bank account transaction histories and tax returns. This gives us a clear idea of your borrowing position and means that we have all the identification requirements ready to go for the banks.
If you’re buying a property or an asset, it’s a great idea to bring along documents such as a contract of sale, so we can understand the finance terms and other requirements.
“Bring along some identification, like your drivers’ licence, passport and birth certificate to our first meeting.”
Our initial meeting is just the start of a trusted relationship where we work hard to see you succeed in your personal and financial goals. It’s always important to choose a trusted, experienced and accredited broker, and that’s why we know the team at JLH Finance Advisory are the right choice for you. We treat our clients like family and love to see their dreams turn into reality!
Knowing when to choose a fixed home loan rate will consider your personal circumstances, but can also be about timing, and whether experts predicts rates are on the rise, are stable, or if they might fall lower in the short-term. Talk to our local team of expert home loan brokers today to see if fixing your home loan interest rate is right for you.
Everyone’s situation is different, so if you’re in the market for a mortgage and are unsure about whether you should fix your home loan interest rate, give the team at JLH Finance Advisory a call for a free chat!