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Meet Tracey

What you can expect from me

The 6 critical steps to success!

  1. Establish and define our relationship – ensuring our journey together will meet your needs.
     

  2. Gathering information and clearly understanding your current situation and what your goals are.
     

  3. Analysis and evaluation of your financial information.
     

  4. Developing and presenting the financial solution(s) that best meets your goals.
     

  5. Implement the agreed plan.
     

  6. Monitor and review over time.

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Lenders I can access:

  • ANZ

  • ASB

  • BNZ

  • AIA Finance
     

  • Westpac

  • Kiwibank

  • Finbase

  • Basecorp Finance
     

  • General finance

  • First mortgage trust

  • Cressida Capital

  • Cooperative bank

  • asap

  • TSB

  • SBS

  • Heartland Bank

  • Southern Cross

       Partners

  • Unity

  • Pallas Capital

  • Liberty

  • Bizcap

  • Funding Partners

  • Avanti Finance

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