Resources

Need Analysis Forms

Please find a link to our resources and Needs analysis forms for you to complete and forward to us by email. Please print, sign and scan and email completed document in order for us to provide you with a recommendation tailored to your specific circumstances.

Document Checklist

Our Document Checklist provides you with details of the additional supporting documents that you will require in order to provide us with enough information to make an informed recommendation to you and apply for a loan with the recommended lender. Documents include Identification documentation, Income verification and evidence of deposits funds, equity or other assets. This document checklist is predominantly required for home loan applications.

Credit Guide

Our Credit Guide documents provide important information about Loan Wize, the services we provide to our clients, and the activities we undertake under our credit license.

Testimonials

What our client says

Angus ferguson
Angus ferguson
September 19, 2020.
Jon and all the staff at Loan Wize have helped me and my family get the best home loan we could get on a number of occasions . As a military pensioner it’s not easy getting finance, Jon and his staff where Extremely professional and competent , I wouldn’t do my finance with anyone else.
Max Gray
Max Gray
September 16, 2020.
Excellent all round, fast and efficient. After being messed about by my own Bank for over 2 months for a small equity release to carry out renovations, dealing with Tammy and Julie was a breath of fresh air. We remortgaged in under 2 weeks with a better interest rate and terms.
Imogen Lunny
Imogen Lunny
July 19, 2020.
Awesome service - would highly recommend Tammy and the team
What A Day
What A Day
March 27, 2020.
All the staff at Loan wise are totally switched on always hunt for the best deals and are always friendly and have the time to listen to your needs and what you would like to achieve and accomplish This is the second lease I have done with them and I would have no hesitation recommending the to family or anyone else Always a Pleasure doing business with them Marcio
Sam Dixon
Sam Dixon
March 26, 2020.
Thankyou very much Jon and Haley from loan wise maroochydore. I bought my first house thanks to you guys, couldn't of done it with out you. Very professional service.
Blayde Hemmings
Blayde Hemmings
March 23, 2020.
Jon and Haley have been amazing to deal with throughout both of my house builds. Highly recommend Loan Wize.
Mark Hayman
Mark Hayman
February 11, 2020.
We have used Loanwize a few times and are always happy with the services. Will continue to recommend their services.
Epona Co. Beanbags
Epona Co. Beanbags
January 16, 2020.
The most hassle free loan application ever! The Loan Wize team was able to organise a car loan for our business with the least amount of paperwork and hassle we've ever experienced. Thanks guys. I look forward to working with you again!
Amit Gupta
Amit Gupta
December 25, 2019.
Jon and Haley are knowledgeable and easy to deal with, which made the whole experience a lot easier. By going to extra mile Jon helped us to obtain the best rate available. The communication we have had with Jon, Haley and Julie have been excellent with their constant phone calls and emails keeping us up to date. Excellent customer service provided by Loan Wize and I would highly recommend their services.
Andy Keeffe
Andy Keeffe
November 19, 2019.
The staff we're amazing to deal with and help through the whole process. Got me an amazing deal and got my finance super quickly.

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