Our Complimentary Second Opinion Service
A cup of coffee and a second opinion
By appointment, you’re welcome to come in and sit with us for a while.
We’ll ask you to outline your financial goals – what your loan portfolio is intended to do for you. Then we’ll review your loans for you and with you.
If we think your loan facilities continue to be well-suited to your long term goals – in spite of the current market opportunity – we’ll gladly tell you so and send you on your way. If, on the other hand, we think some of your arrangements no longer fit with your goals we’ll explain why in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.