Our approach
Every situation is different, and we are committed to understanding your needs and position, so we can find the best options for you to choose from, Business and Personal.
We do this by:
Asking Questions about what you are wanting to achieve and where you are now, this includes assets, income and other financial information
Lets Meet - a chance to discuss the above in more details, present some options and initial recommendations
Time for the detail - we will investigate the market real time to ensure our recommendation is the most appropriate and competitive for you, and the best fit for your needs
Recommendation - A personalised recommendation just for you will be created for your approval
Application Time - we will work with your lender of choice, doing the legwork for you to package, sign and lodge all your documents to get your approval.
Approval - When we know, you will know
Settlement - We are available throughout the settlement process (when the lender releases funds) and to let you know that everything has been processed.
Partnership Time - this is the beginning of our partnership. We want to be part of your decision making process, and to ensure that your loans continue to work for you as goals and circumstances change. We will be in regular contact, and are only a phone call away.
Meet owner Kate Ellis.
A highly skilled finance broker with over 15 years experience as a chartered accountant and general manager, Kate is your go-to person for all your finance lending needs.
Kate established Cruise Finance to provide personalised solutions for her clients, from home loans to business lending, her speciality is understanding your business and situation so she can source the best options for you.
Conversations are free, and if you have any questions please call her directly or arrange a time that suits you.
You may even get a glimpse of the family dog who loves to lie under the desk during work hours ;)