Our fees
Our Debt Advisory & Mortgage Broking team does not charge clients fees as long as they settle a loan with us. Instead, we receive a commission from the relevant lender we deal with. However, in the event that you do not settle a loan via us AND we provide you with a Loan Solution Report, we will charge you a professional fee of $350 (+ GST) for the provision of debt advice. This fee should be tax deductible if you have existing investment loans. This fee is charged if we have not lodged a loan application within 30 days (or settled within 90 days if the application is a pre-approval) from providing your Loan Solution Report. We confirm that if we do charge you a fee and you settle a loan through us within 12 months, we will refund any professional fees in full on settlement of your loan.
Click here for a summary of what our advice may cover.
Importantly, our analysts are not paid on a commission basis. They receive a base salary plus a discretionary performance bonus. All commission rates are disclosed in your Loan Solution Report.
