'Before you Borrow'- Workplace Presentation

Looking to empower your staff or colleagues with knowledge to assist with their future?

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We are strong believers with informing and educating our clients conservatively before they take up a fixed term financial commitment. We have put together a brief presentation to cover off the key items that potential borrowers need to know before applying for finance.

 

Even if you have been let down by a previous lender or may have had to your loan setup incorrectly and misaligned with your goals, this session will help.

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We are Sydney based and can host our presentations at your workplace during team meetings, lunch-time sessions in a break-out room or even in the comfort of your home with a group of like-minded friends and siblings.

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Our 'Before you Borrow' presentation will cover off the following items:

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- The current lending & property landscape

- What lenders look for in a potential borrower

- Why your credit history is so important

- Common negative characteristics we see

- Finance Tips

- Your Plan-B

- A reliable finance broker vs a bank branch

- How we can help

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Do you have work colleagues, employees, friends or 

siblings who could benefit from a group session?

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Complete the form below to register for a session:

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Workplace Finance presentations
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