The Process

The Start

Finlay uses a thorough advice process which is summarised as follows:

  • Finlay will establish the areas where you need advice and we will agree on your objectives
  • Finlay collects relevant financial information from you prior to and during our meetings so that I have a full understanding of your current financial situation and your future plans.
  • Finlay will work through a specific process designed to provide you with a personalised financial plan in relation to your mortgage and insurance needs.
  • Finlay prepares and presents recommendations on products, lenders and insurers.
  • Finlay facilitates the application process on agreed products and services.

The Future

  • Finlay will monitor the implementation of your objectives and review agreed strategies and actions on a regular basis
  • Finlay will provide you with a future business relationship including regularly communicating with you about:Fixed rate reviews (Finlay has a comprehensive process to assist you)
    Loan re-structures and future loan applications
    Correcting any lender or insurer errors
    Continuing to advise you on your changing insurance needs including assisting with any claims</em
  • My preferred form of communication, unless urgent, is by e-mail