Your SMSF Loan Consultation Journey

At Aries Financial, we understand that every SMSF situation is unique. Our comprehensive consultation process ensures you receive the most suitable financial solution for your retirement investment goals:

Free Initial Assessment

Our SMSF loan specialists provide a complimentary 30-minute consultation to understand your investment objectives, current financial position, and SMSF structure. This assessment helps us evaluate your borrowing capacity and identify the most suitable loan options for your specific requirements.

Tailored Loan Recommendations

Based on your individual needs, we develop customised SMSF loan proposals including competitive rate comparisons, repayment structure recommendations, and optimal loan amounts and terms. Our partnerships with multiple specialist lenders ensure we can secure the most competitive conditions available in the market.

Application Support & Follow-Through

From application submission to loan approval, our experienced team provides end-to-end support, handling all necessary documentation, liaising with lenders, and ensuring a smooth process throughout. Typically, we can secure pre-approval within 1-3 business days for qualifying applications.

Get Your Free SMSF Loan Assessment

Complete the form to receive your complimentary SMSF loan consultation. Our specialists will contact you within 24 hours to discuss your investment goals and financing options.
What You’ll Receive:
• Free eligibility assessment
• Competitive rate comparison
• Customised loan recommendations
• Expert guidance on SMSF compliance

info@ariesfinancial.com.au

Phone

02 9174 5356

Stay in touch

Common Consultation Questions

Is the initial consultation free of charge?

Yes, we provide completely free initial consultations including SMSF loan eligibility assessment, rate comparisons, and loan strategy recommendations. Fees only apply when you proceed with a loan application and we successfully arrange your finance.

How quickly can I expect a response?

We commit to responding to all enquiries within 24 hours. For urgent matters, we typically make contact within 2-4 hours. Phone consultations can usually be arranged the same day.

What documentation do I need for consultation?

For the initial consultation, you’ll only need basic SMSF information. Should you decide to proceed with a formal application, we’ll provide a comprehensive documentation checklist including SMSF trust deed, financial statements, and identification requirements. Our team guides you through preparing all necessary materials.

Can consultations be conducted via phone or video?

Absolutely. We offer face-to-face meetings, video conferences, and telephone consultations to accommodate your schedule and preferences. Our digital consultation services ensure convenient access regardless of your location across Australia.

Let’s Talk – Get Your SMSF Loan Approved Faster!

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