0800 543 384

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Expert advice to secure and structure your mortgage in a way that works for you and your lifestyle

Annual Review and Rate Watch

With how busy life already is, how often do you really have the free time to work on an annual financial review? But if you’re lax with it, you may soon find your financial position spiralling out of control. So, what can you do?

Here at Centastone, our advisers are ready to assist you with the important task of reviewing your financial position annually. No matter the size of your mortgage or investment portfolio, we’ll help you through our sophisticated and personalised follow up program, which is completely free* of charge to our clients.

This allows us to work with you to monitor and manage your current and changing debt management, freeing up your time to work on what really matters to you.

An important feature of our service is Rate Watch, which allows us to contact you (on request) in response to any movement in the Official Cash Rate, which may benefit or hinder your debt reduction plan. In other words - no need to stress; we can keep track of everything important.

*Subject to T&Cs

For help with your annual review, or any other kind of financial advice, get in touch today. Call us on 0800 543 384 or enquire online.

 

 

Request your personalised quote online today.

Get Started

Discuss your needs with a real person from our nationwide team of specialists.

 

A disclosure statement is available, on request and free of charge

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Our process is simply easy

Here at Centastone, we're all about people (well, people and finances!). As an all-encompassing financial services company who specialise in risk management and investments, customers appreciate our direct approach. When you work with us, you won't be endlessly dealing with machines; you'll be talking to real people every step of the way to make sure that you get the financial help you need.

When you're looking for insurance or a mortgage, it can be overwhelming – not to mention time consuming! We want to make sure that your experiences sorting your finances and risk management are as streamlined and as painless as possible.

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With the changing of seasons and temperatures, we are reminded that life is constantly evolving and moving. As a team we care about education and communication, Centastone’s e-news (quarterly) is the most sustainable way to keep you informed of current financial news and initiatives.

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