- Is there a fee for the Custom Wealth Works service?
- Which lenders does Custom Wealth Works use?
- How much can I borrow?
- How does Custom Wealth Works find a loan that's suitable for me?
- Who does the paperwork?
- Do I have to chase the lender or do you do that?
- Is my Custom Wealth Works Mortgage Broker a trained mortgage professional?
- What happens with my personal information?
Is there a fee for the Custom Wealth Works service?
There is no charge for the loan broking service we provide for you*. The lender you have chosen pays us a commission from its profit. We fully disclose our commissions to you in our Finance Broking Contract.
* Government and Lender fees and charges may apply
Which lenders does Custom Wealth Works use?
Our panel of lenders is a well-balanced selection of Australia's leading home lenders.
How much can I borrow?
We understand that the 'how much' question is on the top of most people's lists. With a few details we can quickly find out which lenders will let you borrow the money you want. You can also visit our Loan Calculator.
How does Custom Wealth Works find a loan that's suitable for me?
We listen to what you want to achieve - short and long term goals - then make a loan selection based on what you tell us.
Who does the paperwork?
Your Custom Wealth Works consultant will help you complete the loan application form. We will professionally package your application with all the supporting evidence and lodge it with your chosen lender.
Do I have to chase the lender or do you do that?
We'll take the hassle out of the application process by managing it on your behalf - right through to settlement. We will help you with any questions that you may have and, if there are any problems, we'll chase up the lender for you.
Is my Custom Wealth Works Mortgage Broker a trained mortgage professional?
All Custom Wealth Works Mortgage Brokers are fully trained mortgage professionals through PLAN Australia and who have
undertaken to:
- Complete our intensive induction training, and pursue mandatory ongoing training in technical and customer service areas;
- Meet our stringent service standards at all times;
- Maintain Accredited Mortgage Consultant accreditation with MFAA;
- Maintain professional indemnity insurance.
What happens with my personal information?
Our Privacy Policy ensures that any personal information collected by us will be used only for the purpose indicated. We will not give your personal information to any other organisation for their marketing purposes.