Kaleido Loans is a mortgage and finance company that specialise in helping customers understand, choose and obtain finance to help them achieve their goals. The company was founded by Jason He with the mission to help clients understands how they can use finance to the best of their advantage by providing clear communication, explaining complex scenarios in an easy to understand manner without all the industry jargon and most importantly, supporting clients through their various life stages.
We take a client for life philosophy when assisting our clients. We don’t want to be here just for the one transaction, we want to build a relationship with our clients so we can assist them as their needs change.
Who do we help?
- FIRST HOME BUYERS looking to purchase their first property who need guidance with every step of the process
- PROPERTY INVESTORS wanting to grow their investment property portfolio or review their portfolio to optimise their loan structure and interest rates
- REFINANCING your existing home loan or investment loan to reduce the total cost and pay off the loan sooner than scheduled
- PERSONAL LOANS to assist with short term needs such as renovations, weddings, and everything else
- CAR LOANS for a new car, commercial leases, refinancing residuals or balloon payments
How do we help?
- Guiding our clients through the purchase process, helping them understand what they should do, when they should do it and whose responsibility it is
- Finding solutions by using our knowledge of different bank’s credit and product policies to solve your problems so you’re not stuck with the limitations of one bank
- Comparing different loan offers to help you see through the flashy marketing and understand how much money it will actually save you
- Helping our clients understand the features, options and benefits available to them via their home loan so they can get the most out of what they’re paying for
- Ongoing reviews to ensure your loan is still suitable for your needs and your getting a market competitive rate
Our 4 step process
we ask specific questions to uncover and understand your current financial situation so we can be equipped with all the right information to begin our research
using our market leading systems and tools, we will assess which options may be suitable to your situation and needs so we can provide you with the solution you need
by doing all the hard work for you, we’ll prepare your loan application and obtain all the necessary documents from you to ensure you have the best chance of getting the right loan approved
we differentiate ourselves from other mortgage brokers by providing as much support after settlement as we do before settlement. This enables us to ensure your loan is relevant to your needs, has a competitive interest rate, and discuss any changes or concerns you may have along the way
Business plan market
A strong business plan requires going beyond intuition and experience, and supporting your idea with fact-based market research. Investors need to have confidence in your understanding of the market, so don’t let yourself down by skimping on research. We have access to fee-based, subscriber-only resources such as:
- Don James/Semplice – Article and News Research
- VoltageBusiness – Company and Industry Research
- Goovers – Company and Industry Research
- IRISpace – Article and News Research
- Lexos-Nexos – Company, Industry, Market Research
- Plombett – Article and News Research
- Pronounce – Market Analysis report “Slices”