Over 30 lenders to suit every need
Our Services
First Home Buyers
Ready to buy your first home? Find out about the range of options available
Property Investors
Financial freedom by working towards a portfolio
Property Developers
Property development is a great way to manufacture capital growth
Insurance
As you take on more debt, it is our obligation to assess what protection
Next Home Buyers
The next chapter in your life may be building your dream home
Refinancers
Looking for a better interest rate or to use the equity in your home
Car Loans
Need assistance with a car, auto finance or commercial equipment
Your Finance Strategist
Looking for a better interest rate or to use the equity in your home
Our Process
1.
Initial Enquiry
We discuss your finance requirements with you to determine how we can help.
2.
No Obligation Consultation
We meet and identify your current needs, objectives and key priorities. We also discuss your future plans to ensure our advice is congruent with your bigger picture.
3.
Research
We carry in-depth research into the best possible finance solution for your specific requirements from our wide panel of lending institutions.
4.
Recommendation
We pull our findings together and provide our Lending Recommendation, designed to meet your specific needs. We then meet with you to discuss the details of our recommendation, which allows us to tailor or fine tune our proposed solution.
5.
Loan Application
We implement the agreed recommendation and manage every detail of the loan application. We keep you fully informed on the progress of your loan application right through to settlement.
6.
Settlement
We liaise with all relevant parties to ensure a seamless and smooth settlement process. You are confident knowing that all areas of your loan application are being managed with the utmost care and detail, whilst being kept fully informed during each stage of the process.
7.
Annual Review
We conduct an annual review to ensure everything is progressing smoothly with your loans.
8.
After Care
We understand that finance is a critical step towards achieving financial freedom. Our After Care program is designed to keep you informed of market changes that may impact on your borrowing cost or your future lending plans. You have peace of mind knowing that you will have a trusted contact point for regular mortgage advice and guidance throughout the different stages in your life.
About Wholistic Finance
We specialise in competitive mortgage finance for professionals and property investors.
By assessing your current situation, whether you wish to buy, refinance, invest, we will offer a reliable service that is built on unbiased honest advice and most importantly correct structuring options, that align with future property goals and objectives.
Why choose us as your broker
We don’t charge any fees
Investment Savvy Broker
Other lenders besides banks
We save you time
Right Deal for you
After care
What our clients are saying about us
Daks helped us refinance our home and investments loans. This eventuated in savings due to correct structuring of loans. I have recommended Daks to my friends and family
- Jayant
Daks is an extremely knowledgeable, helpful, honest, committed and transparent professional. I have an extensive property portfolio, Daks spent a huge amount of his time to understand my position, my needs and exactly what I wanted to achieve. He assessed my personal situation and took the time to find the right solution for me. Daks guided me through the process, and assisted me with the refinancing of a complex portfolio of properties. As a result of Daks' diligence and hard work, he was able to secure a much better interest rate for me as well as offer me a more suitable package that is tailored to my current investment strategy. I am ever so grateful to Daks for all of his efforts that led to him recommending this solution to me which has positively impacted by investment portfolio as well as my cash flow and bottom line.
Daks provided a very personalised, thorough and professional service. He is always very quick and responsive to any enquiries. Product comparisons were very well presented, easy to understand and well explained. I felt very looked after throughout the entire process; from the early stages when I was looking he was there when I needed, to the later stages getting final approval he was always on top of everything & happy to answer my endless questions.
- Kellie
- Alan