Finance Health Check

 

The Smithson Finance Health Check is designed to help clients stay on top of their finances whether it be dealing with Personal Loans and Credit Cards, Saving for their First Home or even looking to ensure their Current Interest Rates are competitive.

By remaining engaged and getting regular Health Checks with Your Finance Professional You are able to ensure You make the most of Your Current Position and work toward achieving Your Finance Goals sooner.

 

What does the Health Check Involve?

 

• A Finance Professional to assess Your Current Position

• An understanding of Your Finance Goals

• Assessing Your current Debt Strategy

• A Check of Your Current Loans and Lending

• Understanding Your Borrowing Capacity

• Identifying any areas of Improvement

 

Some of the Advantages:

 

• Complimentary Annual Service for All Smithson Finance clients

• Support and Guidance with Savings and Budget Planning

• Ensure Your Interest Rates and Fees are Competitive in the Current Market

• Put a Plan in place to achieve Your Goals

• Access an Extensive range of Lending Solutions

• Partner with Finance Professionals with over 10+ Years Experience

• Gain access to News and Finance Industry insights

 

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Australian Authorised Credit Representative

 

Member of the Mortgage & Finance association of Australia (MFAA)

 

Member of the Australian Financial Complaints Authority (AFCA)

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