Our Finest Strategists Help You Achieve Your Wealth & Personal Finance Goals SoonerTo further help you arrange and structure new and existing loans for long term stability, flexibility and investment success, Trilogy Funding has developed a 30-minute Finance Strategy Session which we conduct with you over the telephone or in-house at our office.
What we accomplish in this fast-paced, zero-nonsense session:You’ll run through a discovery process with a skilled and experienced Finance Strategist to assess your current situation and get greater clarity over where you’d like to be in the medium-to-long term. Based on this information, we’ll give you an idea of what we believe is feasible for your portfolio over the next five years. We’ll also provide some immediately actionable tips to help you maximise your current position.
What Happens Next?The presentation is conducted by one of our experienced mortgage brokers who specialise in structuring and expanding complex portfolios for property investors. Please be assured that this consultation will not be a thinly disguised sales presentation; it will consist of the best strategic intelligence our team can supply in a thirty minute time span.
Our Clients On Our Expertise
As my first step into property Investment I got loads of advice but no-one could define my objectives and give me black and white outcomes like [Trilogy] does, he understands and shows you how to JUST MAKE IT HAPPEN!!!
As property investors with a multimillion dollar portfolio, we require totally independent, unbiased and professional brokerage and financing strategists. Trilogy provides us with just that. We’ve been using Ed and his team for over seven years now and we’ve never even met them face to face!
I have used Trilogy now for around 10 transactions over 5 years, and every time my expectations are exceeded and all processes run very smooth with minimal paperwork. The team at Trilogy have excellent up to date knowledge around financing and refinancing options, property markets, bank requirements, bank processes and products, and mortgage insurance.
[Trilogy] showed me simply and logically what I was able to do at the time, which was a whole lot more than others had been able to come up with. Ed restructured my loans which enabled me to purchase another investment property.
I deal with brokers every day, there are those that talk the talk, [Trilogy] walks the walk. Being an investor myself, I wouldn’t use anybody else for my work.
[Trilogy] has restructured my loans to keep my accountant happy, plus I’m enjoying a simpler, more flexible and cheaper package that will allow me to buy more properties as and when I find them.
[Trilogy] have been instrumental in assisting us with our financial requirements and advising us on finance options for all of our ventures.
This Session Is 100% Without Obligation“What’s the catch?”, you may ask. There is no catch. By extending ourselves in this way and providing information on smart financing strategies, we give value to our target market – investors – and increase the likelihood you’ll consider using our mortgage broking services down the track.
Schedule Your FREE 30-Minute Finance Strategy Session Today
Discover how to structure new and existing loans for long-term stability, flexibility and investment successrequest finance strategy session