Our proven process

we make it super simple to work with us

Bespoke finance strategies to help you achieve your ambitious plans
Let's hear it
The first step will be a chat with our Principal Broker so you can give her some background and talk about your dreams and goals.
Onboarding
Our onboarding specialist will guide you through providing your fact find information and essential documents so we can do our research and find your solution.
Strategy meeting
This is where your broker will take you through some key terms and options and will then present the solution including the proposed lender, products and structure.
It's go time!
Time to submit your application! With your blessing, we will prepare the application forms for you, let you know where to sign and will then submit!
Part One: preparation and planning
Lisa Bridgett Savvy finance group sydney
You've been approved!
This is the exciting part where you get formal approval and it's a green light for the next chapter of your financial journey.
Loan doc sign up
We will book you in with your Stellar Broker to go through each step of signing your loan documents to ensure you understand and are comfortable with, their offer.
Settlement
Once your documents have been received and verified, we will book in your settlement. Once settled, the funds are yours. Let the magic begin!
Nurture
We will keep a close eye on your mortgage ensuring that your rate remains competitive. We will negotiate rate discounts bi-annually, meet with you annually (and often as you like should your needs change).
Part Two: Making it all happen

speak to an expert

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Stellar Finance Group are used by ambitious people who want straight-talking guidance, personalised service, and amazing outcomes. We help ambitious people in Sydney – and beyond – achieve their big dreams!
Savvy Finance Pty Ltd ABN 85625275667 is authorised under LMG Broker Services Pty Ltd Australian Credit Licence 517192.
The information provided on this site is on the understanding that it is for illustrative and discussion purposes only. Whilst all care and attention is taken in its preparation any party seeking to rely on its content or otherwise should make their own enquiries and research to ensure its relevance to your specific personal and business requirements and circumstances. Terms, conditions, fees and charges may apply. Normal lending criteria apply. Rates subject to change. Approved applicants only.
Copyright © 2024 Savvy Finance Group. All Rights Reserved.
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