Frequently Asked Questions

How much do you charge?

It depends on what you are looking for but our services are generally free for most clients. If there are any fees and charges involved, they will be fully disclosed to you during your consultation. Our initial consultation is always free.

Why use a broker instead of going directly to a bank or doing it for myself?

Whenever you approach a bank or lender directly, you will only be offered their own products and services, whereas with a broker such as Money Lab, we place your personal financial situation and circumstances as top priority, taking into consideration your financial planning and long-term plans, to guide our review of all the best options on the market. We work directly and personally with you to get you the best possible result. For more information on why you should consult a broker over a bank, read our comprehensive blog post.

How long does the process take?

Our initial consultation with you usually takes up to one hour, but may vary with what you are looking for. We can do this over the phone or Skype – whatever is easiest for you, and we will arrange a time to chat that suits you.

If you can provide us with some basic information upfront, this will help speed up the process. Rest assured, we will keep things as hassle-free as possible so only the essentials.

If you have a question or need some free advice on your finances and financial needs, please call us on 1300 359 245 or send us a message and we will get back to you as soon as possible.

Why us?

We are results-focused and look to tailor solutions for our clients and not just ask them which product they want. We get to know you and your situation so we can offer a much better service, not just on the current product but across all your other needs. Our clients appreciate that we take the time to understand their individual circumstances and when it comes time to conduct another financial transaction, we have all the information on-hand, making for easier and better advice.

We want our clients to stay with us throughout their entire financial journey, so we build a personable relationship with you and remember your story. We have an exceptional team of talented advisors and brokers who will deliver personalised solutions to truly build wealth and achieve all your financial goals.

 

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