At Xclusive Money, we’re in it for the long haul. Our goal is to support you with all your big finance decisions, at every stage of your life.
Whether you’re looking to buy your first home, next home, an investment property or another big-ticket purchase, forming a strong relationship with your broker is one of the smartest moves you can make.
1. Deal with one person who has your best interests at heart
We operate under a statutory obligation to act in the best interests of our clients when providing credit advice. Banks, however, are not required to operate under the same obligation.
We’ll listen to your financial situation and goals, then explain which finance product may be right for you – now and in the future.
2. Make the most of your income and available credit
We help you use your income and borrowing power wisely to support your lifestyle in the future.
What’s more, we’re happy to work with your financial planner or accountant to achieve your goals.
3. Ongoing support
Sometimes lenders reel you in, then forget about you once they have your business. In contrast, we’ll be on your team for the long run.
When something comes up you should know about, we’ll let you know. If there’s an opportunity to get you a more suitable loan or save money, you can count on us to keep you in the loop.
4. Manage your loans and stay on top of your financial situation
With time, your financial situation will change. You may get promoted, have a baby, decide to downsize or change your living arrangements.
We’ll be there to help you navigate through those changes and support you in making the right finance decisions for you.
Let’s start with a chat. Reach out and we’ll explore how we can support you with your finance journey.