home & investment loans

our unique and comprehensive process

Home & investment loans. Buying a home can be a very emotional experience. Finding the perfect fit for you and your family can be challenging enough without having to worry about the burden of finance. At Strategic we understand this only too well. Through our unique and comprehensive process, we ensure that we provide you with the correct solution in the most timely manner.


An investment property is very different to a home, as is the financial structure required to make it a successful undertaking. A comprehensive assessment of a client’s situation is required to ensure that the property and finance is appropriate in terms of achieving their personal objectives. At Strategic, our business process is unique to the marketplace and is ideally suited to ensuring the successful acquisition of an investment. We create a detailed and structured analysis of your personal cash flow to ensure a tailored and optimal outcome.

Our team of professionals have undergone or currently are completing qualifications at industry recognised institutions. We have developed a unique process that leverages the unique skills of each team member to achieve a successful outcome on your behalf. Due diligence is conducted with the highest degree of professionalism to ensure that all aspects of the transaction are assessed in detail with regards to your property to ensure that you make a positive investment that complements your portfolio.


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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.