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Gold Key Programme 12 Month Mortgage Mentoring Bricks and Mortgages would like to introduce the Mortgage Mentoring Programme, designed to save you thousands of dollars in interest payments. This Mortgage Mentoring Programme is a review of the way you manage your money on a day to day basis. The first step is an initial consultation which is a one-on-one meeting with one of our Consultants. We will discuss your financial situation and your plans for the future. We will also discuss any money management issues you may have. We will then gather as much information about your financial position so we can give it a thorough analysis to enable us to give you the correct advice for your situation. Any advice you receive will be in writing. Once this has been sent to you, we will arrange another consultation to discuss the plan and answer any questions you may have. We will advise you on how to optimise your mortgage, by utilising an effective structure, specific to your needs . We do this by restructuring the way you use your bank accounts which creates an operating system for your finances. This is how we will proceed once everything is in place: • Initial Checklist to ensure money flow is correct. • 6 month review to check everything is structured to your advantage. • Monthly reviews of Current Accounts, Visa and Revolving Credit. • Arrange any minor re- fixes or restructure. • Phone and email support through the twelve months. If you are interested, please make an appointment by phoning the Team at Bricks & Mortgages on 04-9719990 These consultations can either be done face-to-face, on the phone or over Skype. | ||
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