Wealth Connect Finance FAQs: Quick Answers

No. We are paid directly by the Banks for introducing business to them. This does not affect any rates or fees that they charge to you.

Yes. There are many Banks that we deal with and some may be more suitable for you than others. Knowing your situation we will recommend the best suited bank for your needs.

I act as the middle man between you and the bank so you don’t have to deal directly to them. You provide me with 1 set of information and I can go to a number of different banks

Of course. One of the things I recommend is to speak to someone BEFORE you go looking at property, so you are confident with how much you are able to spend.

We have many banks that we deal with, but not all of them will suit your circumstances.  After discussions with you we will know which banks will and won’t be suitable for you.  By having this knowledge we can also speed up the buying process for you. 

Initially it will be discussions over the phone.  Then if we decide to proceed, Angie can visit you at your home or arrange a zoom call – whichever suits you the best. 

After initial discussions to determine what you are wanting to achieve, we will come back to you with a Preliminary Assessment based on our discussions. If you are happy to proceed we the organise the application documents, submit the loan to the lender and see the process all the way through to settlement.