About Finance & Mortgages

Our Service
Capital Wealth works with clients to determine their borrowing needs, recommends a loan suited to their circumstances and manages the process through to settlement. Capital Wealth’s clients receive benefits from our service that include;

• Doing all the legwork.
• Access to a wider range of loans.
• Experts in a wide range of loans.
• More flexibility.
• Ongoing support.

Our Promise to you is to...

• Provide you with relevant information to assist you in selecting a loan that best meets your requirements.
• Provide you with detailed explanations of all features and costs associated with your chosen loan.
• Provide you an indication as to what your repayments will be for your chosen loan.
• Complete the appropriate lending institutions application paperwork with details provided by you.
• Collect all necessary support documents.
• Package your loan application and support documents in to a Professional submission, which will ensure the quickest possible answer for your loan application.
• Communicate with your lender and keep you informed of progress of your application.
• Maintain contact with you after your loan has settled and provide you any assistance as required.

How we provide our services to you...

• It is important that we understand both your needs & your circumstances. We achieve this by initially requesting relevant information which can be provided by completing our quick fact find. This allows us to conduct some research based upon your needs to be discussed at an appointment.
• A meeting will be scheduled for a convenient time, where we can identify all your needs & establish a basis for our recommendation to you
• We will then submit an application to the selected institution & follow it through to your settlement.