Where it all begins, a phone call.

We want to get to know you, understand how we can help and also answer any pressing questions. Most importantly take the time to get to know your current financial situation and understand your goals and objectives.

The more information you can provide upfront will ultimately lead to the best experience.

We move onto gathering all the necessary information and documents via our secure online platform. Some of the docs we’ll request:

1. Identification - DLs, passport, medicare card, etc

2. Income docs such as payslips, tax returns, BAS, rental statements, etc.

3. Statements to verify assets, liabilities and living expenses

4. Contract of sale, building contract, super statements, etc.

This might not be the fun part, but it’s about making sure we have our ducks in a row, ready for when we proceed with the next stage of submitting your application with a lender.

If available, we’ll work with your accountant to collect the necessary docs.

Our favourite part in the process… After carefully assessing your requirements and reviewing suitable options in the market, we’ll sit down and present you with a tailored recommendation, ensuring the options presented are clear and concise.

This is where we do our magic!

We will work with the recommended lender as outlined in our Game Plan and we’ll manage the rest of the application process for you.

Our job is to keep you informed with each step of the journey and notify you once we’ve reached the desired outcome.

It’s not just a transaction with Bick Finance Solutions!

We’ll check in regularly, applying up-to-date market intelligence, we’ll undertake reviews to make sure your loan is positioned competitively within market and if need be, we’ll take action to secure a better deal.

Our ultimate goal is to you reduce your debt as quickly as possible OR position your debt so that it’s working in your benefit with a clear strategy in place.