Pro-Active Case Reviews

Why do I need this?

If you have taken on an interest-only mortgage, for example, you need to be assured that your repayment strategy is working for you. Again, most mortgages have a period when they offer you the most affordable route. When that period expires, you will want to be assured that a new mortgage can be put in place so as to avoid paying more than necessary. In addition, your personal situation and needs may well change and that should be accounted for when reviewing your plans.

What will you do for me?

If you have taken on an interest-only mortgage, we will be pro-active and provide reviews of your repayment strategy annually. If your plan is not working properly, we will suggest options for you.

We will contact you at least three months before the end of any mortgage product term for pro-active reviews of your case. We will check on your current needs and recommend the most appropriate product for you at that time.

We will conduct pro-active case reviews of your ongoing protection needs, either annually or at a frequency you choose, so that you can be assured that you have the most appropriate, affordable solution to your protection requirements at all times.