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  • Discovery Consultation

    20 minutes

    Book an initial discussion of your situation, personal requirements, financial goals, and understand where you are in the purchase process.

  • Strategy Recommendation

    1 hour

    Book your Loan Strategy Recommendations appointment where we will review your next steps and lender / product recommendations in depth.

  • Catch-up Call

    30 minutes

    Call to discuss changes to your situation or confirm your property and finance goals. We will review the final steps, allowing us to assess your lender options.