Helping clients find the right match
The process of taking up a loan can be confusing, with straightforward comparisons being almost impossible. Our team of investment professionals understands your frustrations. We are here to help you simplify the process and choose the loan that best fits your objectives and needs. With us, you and your future are in safe hands.
Specialist advice for all your financing needs
Don’t be daunted by the myriad of options. We assess your unique requirements, including your financial
needs and seek proposed loans that are right for you.
We do the heavy lifting and hand-holding so you are freed from the time-consuming process of loan
searching and the administrative burden of loan application.
Let us guide you toward the smooth process of application to settlement.
Take advantage of the unique value of our Advisers’ ongoing client relationships.
Pre or post settlement, our team continues to be available for our clients, not just in financing or
re-financing but in their ongoing wealth creation needs.
Our process is comprehensive and streamlined
Client's unique needs
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Consult, Manage, Implement
Our role is to reduce friction by anticipating, identifying and solving potential client pain points.
We
utilise our network and relationships to do the job in the quickest time with the greatest ease. We
short-list potential loans, take on the role of a sounding board and hand-holder until a decision is
made, and keep clients fully informed throughout the entire process.
I am ready to get a quote.
Client dashboard and portal
We keep clients in the loop 24/7. Easy messaging tools allow communication with advisers. The client dashboard and portal empowers clients with a comprehensive view of their Net Wealth, by having all their loans and assets (including portfolios for investing clients) in one login. Additionally, we place importance on maintaining ongoing adviser/client relationships. We provide clients the opportunity to use other services within the Acumen Adviser Network. Clients have our advisers continually in their corner and available for consultation even post transactions.
We are accredited with at least 80 lenders.
Although this is a lot, what is more important to us is which lender meets your unique needs. Let us help you find the one.