Choosing a broker

When seeking out professional financial assistance, whether to secure a mortgage, make an investment, or refinance a loan, customers crave a smooth, stress-free experience where they feel valued, seen, and heard. However, in a market often characterised by slow response times, aggressive sales tactics, and transactional relationships, it’s not always what they get.

At True Capital, our mission is to raise the bar for customer service in the financial sector and deliver an experience that leaves clients feeling satisfied, while allowing them to achieve their financial goals.

Here’s what you should expect (and get) from your finance broker, to ensure you’re receiving the best service that aligns with your needs.

Five Key Principles

Personalised care: Everyone’s financial situation, needs, and goals are unique. Your finance broker should meet you where you are to understand where you’re at, where you want to go, and how you can make it happen, tailoring advice to your individual circumstances.

Proactive service: Money can involve a lot of moving parts. Your finance broker should provide you with the right information at the right time, so you never have to chase down information or ask for a document twice. They should be easily contactable, swift in their responses, and never leave you in the dark. Proactivity shows that you are a priority and that the firm is ready and eager to support you on your financial journey.

Transparency: Open, honest communication is crucial when it comes to finance. Your broker should speak your language and put all the information you need on the table, right from the start, so you’re both on the same page and there are no unpleasant surprises. They should also be prepared to disclose any fees, commissions, or conflicts of interest with you, so you’re crystal clear on how things work upfront.

Relationship building: Your financial broker should make you feel comfortable, confident, and in control of your decisions. They should build a genuine relationship built on integrity, trust, and honesty, and be there to support you during and after you’ve settled your agreement. You should never feel pressured or rushed into making decisions, but given the time and space to decide what’s right for you, in a collaborative environment. A good working relationship and personal rapport are key to positive results.

Encouraging innovation: Innovation drives a quality offering. Your financial firm should actively invest in improving its service, whether through streamlining processes, expanding services, or investing in technology. This shows that they want to maintain high operational standards and deliver the best possible experience for their customers.

At the end of the day, finance brokers should be just as invested in your financial journey as you are. Through their approach, advice, and actions, they should make you feel empowered to reach your financial goals and informed, valued, and confident every step of the way. A dedicated broker will be available to answer your questions, provide guidance, and ensure a seamless experience that makes your life easier, not harder. Making a positive impact on your financial journey and proving to be a valuable asset that drives personal and professional growth.

True Capital: A breath of fresh air in the finance industry

Since our launch in February 2023, our business has built a strong customer base and client retention rate. Through prioritising customer service, quality, and leading with integrity, we are helping clients achieve their financial goals and setting a new standard for customer service in the mortgage industry.

True Capital isn’t just delivering financial services; we are redefining the brokerage experience and bridging a critical gap in the market.

Ready to build your financial future together? 

Get in touch! We’re here to guide you through it all.