What makes us different

We work with a range of customers, from first home buyers, homeowners looking to upgrade, sophisticated investors with extensive property portfolios, Australian expatriates living and working overseas looking to establish a property portfolio in Australia and we have a particular focus on the self-employed who, despite the significant challenges in clearly establishing their capacity to maintain an investment, are comfortable with complex financial strategies and have an entrepreneurial, “can do” approach to their portfolios.

At Intuitive Finance we are very focused on our service standards for both new and existing clients. There are documented targets for all our customers and we are committed and passionate about ensuring you receive the ultimate loan “experience.” We also ensure that you are informed at every stage of the loan process including a post settlement follow up. For existing clients, we also ensure that we contact you annually for a review and an assessment of an RP Data property report for your portfolio.

Once we have identified exactly what you want to achieve – whether it’s buying a first home, an investment property, refinancing or consolidating your existing debts, considering buying a business, setting up a self-managed super fund or establishing an investment portfolio – we create a specific approach, from assessing the suitability and practicality of the strategy to the identification of the best lending partners through to the compilation of the critical information necessary for the preparation of your funding applications.

Once we’ve done the analysis and have been able to correctly assess such criteria as capacity and creditworthiness, we run a comprehensive review of the list of qualified lenders, their rates and of course any deals currently available. We gather together the detail required for the loan application and then submit these to the chosen lenders who meet the strategic requirements. As a result of the policy of doing things once, and correctly, our rates of rework are extremely low.

We make the often stressful and chaotic process around settlement as smooth as possible. We manage the timing of the document lodgement and coordinate with critical third parties such as conveyancers and solicitors.

Once the loan has been settled, we dont believe that our work is done and we are active in making sure our clients have a point of contact and are able to get information from us as required – we help ensure that issues such as repayment schedules and the provision of other facilities including credit cards are organised.
We are very focussed on the ongoing care and maintenance of your financial structures and want to make sure that clients always feel that they have a point of reference and that we are available to assist in any way we can. When the time comes to review the next phase of your investment strategy we are on hand to help with whatever is required – be it assisting with the identification of suitable assets to buy to assessing the suitability over time of the finance structures in place. We provide annual reviews and always look to provide our clients with updated property reports to identify portfolio value.