Our Process
Our process ensures your financial success.
1. No obligation consultation
We identify your needs, objectives and key priorities. We also discuss your future plans to ensure our advice gets your closer to achieving your goals.
2. Research & recommendation
Leave the heavy lifting to us. We will review our panel of lenders and recommend the best possible financial solution for your specific requirements.
3. Application
We implement the agreed recommendation and manage every detail of the loan application. We keep you fully informed on the progress of your application right through to settlement.
4. Settlement
We work with all relevant parties on your behalf (including lenders, real estate agents, property valuers, conveyancers and solicitors) to ensure a seamless settlement process.
5. After Care
At Magma, our job is not over once your loan settles. Our Annual Review process ensures we remain in regular contact; enabling you to continuously make progress in achieving your financial goals. You will have the confidence of knowing we are here as the trusted financial advisors you can depend upon as you progress through different stages of your life.
