FREE FINANCE SESSION
Let’s put some
real numbers
around your plans.
You don’t need to have it all figured out.
That’s what we're here for.
Clarity now. Decisions when you’re ready.
BRING US THE
QUESTION.
One question, a big plan or something you’re still trying to work out.
GET YOUR
OPTIONS.
We’ll put some numbers around it and help you see what’s actually possible.
MOVE NOW, LATER,
OR WAY LATER.
Your next move might be now, in two years or in ten. You make a move when you're ready.
NO PRESSURE.
NO OBLIGATION.
You don’t have to do anything from here. We’re here when you need us.
Here’s how your Finance Session works.
STEP 1: PICK YOUR BROKER
Talk to who you want.
Choose your broker, or leave the matching to us and we’ll find the right person for you.
STEP 2: TELL US THE BASICS
Give us a little context.
Tell us what you’d like help with and how you’d like to meet, online, by phone or in person.
STEP 3: PICK YOUR SESSION
Choose what suits.
Choose a date, then select 15, 30 or 60 minutes and a time that works for your schedule.
Answers when we meet. A plan within 24 hours.
What you get from your Finance Session.
During your session
We’ll get into your numbers, talk through what you’re trying to do and give you a top-level view of what looks possible and the options worth exploring.
Within 24 hours
We’ll send you a personalised Loan Proposal showing where you are now, where you want to get to, and different ways to get there, including loan structures, lenders and scenarios.
Your broker talks you through it
Your proposal comes with a video from your broker explaining the options, what they recommend and why. Rewatch it anytime or share it with anyone else involved in the decision.
And when you’re ready to make a move, we'll get moving.
Once you’re happy with the plan, we’ll guide you through the application, tell you exactly what we need and do the chasing in between. You’ll know what’s happening, what comes next and where things are up to.
01. APPLICATION
Tell us the details.
We’ll guide you through what we need.
02. DOCUMENTS
Send us the paperwork.
We’ll give you a clear checklist.
03. VERIFY
We’ll check everything.
Numbers, documents, application. Sorted.
04. SIGN OFF
Give it the once-over.
Review and sign before we submit.
05. SUBMIT
Over to the lender.
We’ll submit it and do the chasing.
06. APPROVAL
The bit we’re all waiting for.
We’ll keep you updated through to a decision.
Ready? Choose who you’d like to talk to.
Pick your broker below, or leave it to us and we’ll match you with someone who fits.
David Thomas
Managing Director
Dave brings years of experience, big-picture thinking and a knack for finding solutions when things get complicated.
Nicole Brophy
Mortgage Broker
Nicole is thorough, straight-talking and great at making complicated finance feel a whole lot simpler.
Rhienne Szabo
Mortgage Broker
Rhi is approachable, practical and great at helping people understand their options and feel confident about what comes next.
Not sure who to choose?
Tell us what you’re looking to do and we’ll match you with the right broker.
Match me sessions are only held online via Zoom.
Still working things out? That’s fine too.
You don’t need to be ready to apply for a loan to book a Finance Session. Bring us the question, the idea or the numbers you’re trying to make sense of. We’ll help you work out what comes next.
enquiries@trilogyfunding.com.au
1300 657 132