Financial solutions tailored to you

experts in finance

Strategic Advisory are experts in the field of providing finance for home, investment or commercial purposes. We understand the intricacies and policies of the range of lenders in the market and are able to identify the most appropriate strategy and product to help you achieve your goals. Our unique process is the most comprehensive in the marketplace, yet we are able to communicate and deliver the solution to you in a simple, straightforward and effective way.

We understand the intricacies and policies of the range of lenders in the market and are able to identify the most appropriate strategy and product to help you achieve your goals. Our unique process is the most comprehensive in the marketplace, yet we are able to communicate and deliver the solution to you in a simple, straightforward and effective way.

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Our Process

Initial Consultation

This first contact can take place face-to-face or over the phone. We prefer to meet our clients in person if the opportunity presents itself. This initial contact is a fact-finding process where we will have a discussion about all relevant aspects of a client’s situation.

Finance Proposal / Strategy Paper

We produce a comprehensive document based on the consultation process in which a variety of prospective scenarios are examined and outlined with regard to their impact. Once you have decided on your most appropriate strategy moving forward, we make an assessment on lenders and products available in the market place and provide a choice of the most advantageous options suitable to your situation.

Second Consultation

Following review of the Finance Proposal / Strategy Paper, we will be in touch to further evaluate your situation and prospective options. We will take into account your feedback and provide guidance for you to make the decision on how you would like to proceed.

Proceed with Application

During the course of the application process, we will deal with the requirements of your case and act as project manager during the entire process with the lender. We will be available for consultation with you at any time and attain your approval in the most simple and efficient manner.

loan approval

The loan approval process varies from lender to lender. We will keep you updated on the progress of the application every step of the way.

Ongoing advice and assistance

Strategic Advisory maintains a long-term perspective. We will always look forward to any opportunity to speak with you after settlement has taken place. We value our client relationships above all else and are focused on developing strong, enduring relationships.

financial services

Home & Investment Loans

Through our unique and comprehensive process, we ensure that we provide you with the correct solution in the most timely and effective manner.
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COMMERCIAL FINANCE

As a commercial and business finance broker, Strategic Advisory is accredited with all major banks and a number of specialist commercial/business lenders.
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MEDICO POLICY

Strategic Medico specialise in the field of finance for both specialist and alternative medical professionals.
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PROPERTY DEVELOPMENT FINANCE

Our team of knowledgeable professionals at Strategic Advisory has a comprehensive understanding of property, finance and other relevant fields. We are able to oversee your development project and ensure that all stakeholders act in unison to achieve a common objective.
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SELF-MANAGED SUPERANNUATION FUNDING

A Self-Managed Superannuation Fund or SMSF is an entity that is set up with the purpose of providing its members with retirement benefits. An SMSF can have up to four members who may or may not be related such as a spouse, family member, business partner or friend, over the age of 18.
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