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.