Approach.

Discover what is possible.

What makes Wealth Point Lending different.

Our mission is to take the sales out of mortgage broking and to, in turn, empower people with education and strategic debt structuring. David brings a fresh and innovative approach to the industry, with a focus on providing our clients with the knowledge and resources they need to make informed decisions about their financial futures.

Personal approach.

We recognise that everyone's financial circumstances and goals are unique, which is why we take a personalised approach to finding the right solution for you. Our team takes the time to get to know you and your needs, tailoring our services to provide the best possible outcome for your specific situation.

Debt strategy.

Our debt strategy approach goes beyond simply finding you a home loan. We take the time to evaluate your financial situation and long-term goals to determine the best course of action for managing your debt, ensuring that you not only secure a loan but also set yourself up for financial success.

Education.

We understand that the mortgage process can be overwhelming, and that's why we prioritise educating our clients at every step of the way. Our aim is to empower you to make informed decisions that align with your goals, providing guidance and resources to ensure you feel confident and knowledgeable throughout the process.

Transparency.

Communication is key to any successful relationship, and that's why we prioritize transparency with our clients. We keep you informed and up to date on your application progress, so you're always in the loop and understand the status of your loan. Our goal is to ensure that you feel confident and comfortable throughout the entire process

Complexity made simple.

At our firm, we believe that understanding financial language shouldn't be a daunting task. That's why we simplify complicated terminology to empower you and avoid overwhelming jargon, ensuring you feel in control. Our promise is to keep you updated every step of the way, so not only are you involved, but you understand what's happening.

Time saving.

Navigating the mortgage landscape can be a tedious task, but that's where we come in. As professionals in our field, we're committed to guiding you through the process and ensuring you make the right moves, as efficiently as possible. Our aim is to simplify your journey.

Our Process.

  • Book a 15min chat with one of our team members to see where you’re at in your journey.

  • We will send you a fact find & request supporting documents to verify all information.

  • Have a second meeting to walk you through all of your available options moving forward.

  • Once we’ve had our detailed conversation about what is possible, we will have loan documents sent to you and your application submitted.

  • The lender we have proceeded with has given you formal approval.

  • We will work closely with you and/or your conveyancer to ensure settlement is a smooth, stress-free process.

  • After settlement occurs, our communication doesn’t end there. We will make regular contact to ensure you are happy with your current lender.