Why use an Adviser?

Why use a KeyInvest licensed Lending Adviser?

We are Successful, Genuine, and Responsive Lending Specialists

Our Lending Advisers have the experience and knowledge to assist you in sourcing the right finance option to meet your needs. KeyInvest Lending Advisers offer a wealth of experience in assisting clients with their home and commercial loans and many of our team have extensive banking backgrounds.

All of our Lending Advisers hold either a Certificate IV in Financial Services (Finance/Mortgage Broking) or a Diploma of Financial Services (Finance/Mortgage Broking Management) and are MFAA (Mortgage and Finance Association of Australia) or FBAA (Finance Brokers Association of Australia) accredited.

We focus on delivering best industry practice and continually develop our team and are confident all of our brokers operate within the professional Code of Conduct. Our Lending Advisers are required to act in accordance with their obligations under the new National Consumer Credit Protection (NCCP) Act and act with integrity in all that they do.

To read what our clients have to say about us and view our awards and achievements, click here.

What are the benefits of using a Lending Adviser?

Using the broking services of one of our experienced Lending Advisers can offer you the following benefits, generally at no additional cost:

  • Provide you with peace of mind that you have independent expert advice and a tailored finance solution that will meet your needs.
  • Take the stress out of the loan process and save you time as we assist you in selecting a loan, pre-qualifying (where applicable) and completing and lodging all of the required documentation with your selected lender.
  • Potentially save you thousands of dollars in bank fees and additional repayments over the life of the loan.
  • Offer you ongoing specialist support as we are available to regularly review your loan and answer any questions you may have.
  • Provide access to over 20 lenders and hundreds of loan products, enabling us to establish a finance solution that meets your needs.

I would like to take advantage of the services offered by KeyInvest Lending Services - What do I need to do?

Simply contact us now on 1300 821 000 to arrange a time to speak with a Lending Adviser near you or click here to lodge an online enquiry.

Following your enquiry:

  • You will receive a call or email from one of our specialist Lending Advisers within one business day.
  • We will discuss your needs, financial position, future plans and the loan process.
  • We will then assess which loan product/s from our wide panel of lenders will provide you with the rates and facilities you are looking for.
  • Once you have selected your chosen loan we will explain and complete the process from application through to settlement.

We can assist you with completing the First Home Owners Grant (if applicable). For more information on the First Home Owners Grant, please click here.

We are available to answer any questions your may have throughout the loan application and settlement process.

Our service also involves the ongoing management of your loan and we are available to answer any questions and assist you with loan top-up applications, loan changes and regularly reviewing whether your loan is still working for you.

To ensure we are able to assist you from your first meeting with one of our Advisers, please bring along documentation supporting your financial position. Click here for a list of the recommended documentation.

Our Client Testimonials

Thank you to your organisation. We greatly appreciate the excellent service that our lending adviser has shown us, not only with our current loan approval, but also in the past with other applications. Although our recent loan application was complex and a lengthy process, Denis stayed on top of it all and continually kept us informed of the progress.

Vicki and Peter, SA

Our Awards and Achievements

Assisting our clients with their financing needs and ensuring their satisfaction with our service is our greatest achievement, however we are also proud of the many awards we have won and recognition we have achieved.

Our major awards are:

  • Listed 12th in Australia for Top Brokerage Firms (The Adviser, 2010)
  • Recognised by Choice Aggregation Services as one of the leading independent finance groups
  • 2010 named Business of the Year (20+ Loan Writers)
  • 2010 Year On Year Growth Award Highest Volume
  • Named in the top 3 groups nationally (Q1 2010)
  • 2009 and 2010 Broker of the Year (SA) and Commercial Broker of the Year (SA/NT)
  • Top broking group volume, settlements & approvals for 20 out of the past 21 months
  • Consistently 3-4 Brokers in the monthly Top 10
  • Individual Broker Awards including 2009 MFAA Award and 2007 Runner up MFAA Broker of the Year

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