Concept Funding

“I Am Passionate About Helping People!”
With a strong background in analytics, I have worked for most of the major banks: Westpac, CBA,
Suncorp and Bank of America (London). I left the restrictions of the corporate world for the flexibility
to help individuals on a one-on-one basis.

As a property investor myself, my unique combination of professional and personal property experience means I can help you achieve your dream of buying your first home or even assist you with your investment.

How we help you
1. Get to know: we like to hear about you, your story and your dreams.
2. Fact finding: We will request supporting documents so we can analyse your financial situation in detail and seek clarifications to understand your situation in depth.
3. Recommendations: shortlist some options.
4. Application: prepare the application submission and manage the submission to settlement with you.
5. Settlement: we will work with related parties to minimize surprises till your property is settled.
6. Annual review: Having an annual review plan to review your loan portfolio will make sure the loan product you have is still the right option to help you reach your goal.

Let us help you with your finances so you can spend time with your family & friends.

Trudy Ho is a credit representative (490490) authorised under Australian Credit Licence 389328.

* Subject to lenders' terms and conditions, fees and charges and eligibility criteria apply