Tristan and Cheryl approached us mid-2023 as they had signed a contract for an Off-The-Plan property purchase back in June 2022 and were nearing the settlement date where the remaining price was due. After closely understanding their overall financial situation, we began researching a bank that specialised in Off-The-Plan purchases, offered high-quality self-employed policies, low interest rates, as well as providing borrowing capacity to enable Tristan and Cheryl to complete the purchase.

After providing our full recommendations to Tristan and Cheryl and receiving the green light, we worked closely with the bank who over the following weeks requested additional documentation and information which we fully coordinated, keeping Tristan and Cheryl updated throughout the entire process.

Once formal approval was received, we guided Cheryl and Tristan through the settlement process which involved accepting the bank’s loan offer documents and opening up their new accounts. Three weeks after approval, the new home purchase settled with Tristan and Cheryl receiving the keys to their brand-new home.

It has been a long road for you both but we’re so happy we’ve been able to assist you through this journey in building your dream home