Central Coast Finance Services

‘Getting Started’ Strategy Session

One of our most popular services, and a great starting point if you’re just beginning to explore what it would take to purchase your first home or investment property, or have never refinanced before and want to know what’s involved.

We usually only have 4 strategy sessions each week, and when one becomes available, we set aside 15-20 mins to hop on the phone with you discuss your plans.

During the session we help you map out things like:

  • How much you’ll need for a deposit
  • An estimate of your borrowing capacity
  • An estimate of the value of your current property / properties
  • Costs for things like stamp duty, legals, Lender’s Mortgage Insurance (LMI), or exit fees from your current loan
  • What your repayments might be
  • Information on rates and pricing with alternative lenders

It’s not uncommon for us to start working with our clients up to 6 months before they’re actually in a position to purchase, and our strategy sessions are conducted on a ‘no obligation, no charge to you’ basis, so they’re a great way to plan without finding yourself trapped in a sales pitch.

To register for one of our popular ‘Getting Started’ sessions, simply complete our Registration Form here.


Talk to a finance specialist you can trust

Call 1300 391 787 today or complete our quick contact form

Talk to a finance specialist you can trust

Call 1300 391 787 today or complete our quick contact form

Mortgage & Finance Broking Services Kim Hall Credit Representative Number: 436756 | KM Hall Pty Ltd | ABN: 32 160 899 141 Credit Representative Number: 431565 Centrepoint Lending Solutions Pty Ltd | Australian Credit Licence: 377711 ABN: 40 100 947 804 www.cpal.com.au/cls | cls@cpal.com.au 1300 557 598 Privacy Policy | Disclaimer | Complaints Procedure

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