Complimentary Financial Fitness Check

Our core value at Coastal Finance is Building Relationships.

This is where we differ from the rest. We offer a Complimentary Financial Fitness Check.

What’s involved in our Complimentary Health Check?

  • Reviewing your personal information,
  • Understanding your current assets and liabilities balance sheet, reviewing your credit score and credit file, understanding your banking conduct and expenses overview.

We love to educate our clients with knowledge from our experienced team on what our lenders requirements are and how we meet their policy requirements. With this Health Check there is no requirement to complete a loan application.

Contact us today to book your complimentary financial fitness check and let us give you the peace of mind when it comes to your finances!!

  • Get in touch today