In order to achieve tailored solutions we start with a free, detailed assessment of your personal and professional circumstances and a needs analysis. Where you are now? Where do you want to go? What is the best way to financially get there?
The next step is creation of a plan. If you’re ready to borrow or refinance, we will map out a step-by-step process, which includes choosing the right product, streamlining the application process and settling on time. We can also assist with pre-approvals so you’re in a position of power going into your next negotiation and acquisition.
We pay attention to the details, too. Our team have all worked as senior bankers and have the ability to support you with information and suggestions around transactional banking, investments and cards. At Price Point Medical, you’re talking to experts.
As you might expect, we surround ourselves with an extensive network of trusted professionals. From financial planning, to insurance, estate planning and contracts – Price Point Medical has you covered.
Our priority is to achieve the best-cost outcome for you through needs analysis, loan structure and of course, negotiating the best available rate.