How it works
Empowering you to reach your financial goals.
At XA Finance, we have designed a seamless process that ensures transparency with your financial strategy and via our strategic partnerships that you have access to a professional subject to your circumstances and objectives with ease. Simply put, we want to make sure you know why you're borrowing money and to what ends and help you achieve those ends.
Our Approach
1.
Submit Expression of Interest
.png)
Complete the first preliminary fact find and submit your expression of interest. The more information that we have the more time and money that we could potentially save you.
2.
Initial phone call
.png)
Initial phone call to see if we will be a good fit for each other and determine whether we can provide assistance. We will verify your information and goals and send you a fact find to complete via our portal and book in a Teams meeting.
3.
Preliminary Assessment & Strategy Meeting
.png)
Flesh out your circumstances and see what we can do to help you reach your financial objectives including referring you to other professionals.
4.
Strategy Verification & Implementation
.png)
Meeting to discuss proposal and Statement of Credit Assistance. Education & Explanation of products, your goals, strategy, timeline & budget if applicable.
5.
Loan application & settlement
.png)
Prepare loan for submission, help get formal approval, settle your loan and ensure that your banking is set-up correctly so you don't pay a cent more than you need to.
6.
Next steps, checkpoints & key dates
.png)
Set dates for check-ins, timeline of next steps and any post settlement items for strategy.