A fresh name but why rebrand our business after four years?
Our name now represents our values and why we get out of bed each morning
CYBER SECURITY PROTOCOLS
The security of your information is absolutely critical. We have implemented a suite of training, software and processes in place to take every step to keep your information secure.
No access to our systems is allowed without two-step authentication every morning.
Access to our systems is measured across time, location and IP addresses around the world.
You will utilise our client portal to provide and retrieve financial information directly to our systems.
Across our software, audit trails measure all movement of files and changes to information.
STRUCTURED FILE SYSTEM
“My accountant has asked for that loan contract from 2017 but I cannot find it”
…We have it sent in 30 seconds.
Structure can be boring but it is so damn efficient. We have established a highly structured process for the retrieval and filing of all of the information you provide to us, all of the information we assess and importantly, all of the information we have provided to the bank.
SOPHISTICATED PLATFORMS
oak+stone utilises the latest software platforms to deliver the very best customer service.
We have customised a proprietary, purpose-built CRM system to track the progress and history of your loan applications with us over many years.
Your customised client portal with two-step authentication allows you to securely provide us information at a time that suits you.
20 seconds of your time gives us a very detailed analysis of your income and expenses. This analysis empowers us to address any issues in the early stages and progress an application with the right lender.
“For the first time in a very long time, we now have our ‘Banker’ - Brett just doesn’t work for a bank, he works for us!”
Oak+stone
We are in your corner! Our commitment to clients is to get the best possible result while taking away the stress of dealing with banks and the associated mountain of forms.
With us, you get the advantage of utilising our financial expertise and connections. Additionally, you save time by having us do the heavy lifting on your behalf. This means more time for you to focus on doing what you love.
Brett Woods, Director of oak+stone
Whether it is financing the next stage in the growth of your business, investment portfolio or consolidating your financial affairs, Brett cares about his clients and knows the impact his work has on people’s lives. For this reason, the client’s interest comes first, and their success is the primary goal.
“We get out of bed to help and make deals happen for our clients. We understand the impact our work has on our client’s lives. We have the utmost respect of the trust our clients have in our services.”