Optimize your wealth creation strategy by taking advantage of Intuitive Finance’s 30+ years of experience and connections in all facets of banking and finance.
We will work with you to assess your current financial position and future goals and develop a strategy that best fits your objectives both now and for the future.
We assist all types of clients on their investment journey and it’s never too soon or too late to start. Let Intuitive Finance advise on the best finance options for you.
We take all of our valued clients through a simple 6 step process
Initial consultation (via the phone, skype or face to face) where we establish your motivations and requirements
Information gathering to confirm your financial status
Clear and detailed review of your financial position with a suggested investment or buying strategy for you to consider including an assessment of the best and most appropriate deals available
Complete the necessary application paperwork including follow-up negotiations with lenders and adjustments if necessary
Finalise approval (s), arrange formal paperwork to be signed
Coordination of the settlement process