ABOUT HELIX FINANCIAL SOLUTIONS

Imagine the lending process as a dynamic helix, constantly evolving and adapting to meet the diverse needs of clients. Just as a helix showcases a beautiful and efficient spiral, lending solutions tailored to clients follow a similar pattern.

With Helix Financial Solutions as your trusted mortgage partner, we start by deeply understanding your financial aspirations and challenges. We believe that every client deserves a lending solution which aligns seamlessly with their goals, empowering them to achieve their dreams with confidence.

As the Director and Mortgage Advisor of Helix Financial Solutions, Melisa Vitagliano brings over 10 years of invaluable experience in the finance industry. With a track record of assisting clients in diverse financial positions and of all walks of life, she possesses a wealth of knowledge that client's can readily leverage. Melisa is passionate about piecing together the puzzle of each client's unique circumstances to present innovative and personalised solutions. She takes great pride in making a positive difference in peoples lives and is committed to guiding clients through the intricacies of their financial journey. With her proven expertise and dedication, Melisa is your trusted Mortgage Advisor in assisting you with your financial solutions.

tHE HELIX JOURNEY - how we get you to where you need to be

STEP 1. Discovery Meeting

Your initial appointment with us will be to discuss your needs, challenges and goals. We want to get to know YOU!

STEP 2. tHE "hELIX eFFECT"

STEP 1. Discovery Meeting

Give us a moment here whilst we get into our zone, this is where the magic happens! We will research, calculate, compare and come up with the best solutions for you based on the information you have given us.

STEP 3. THE MEETING

STEP 1. Discovery Meeting

STEP 4. LENDER PROCESS - LODGEMENT TO SETTLEMENT

"The Meeting" is the most important step you will need to take on this journey. You will be given all the information and support which will allow you to decide which pathway suits you. Rest assured that the options presented will take everything we have discussed into consideration. We have you covered!

STEP 4. LENDER PROCESS - LODGEMENT TO SETTLEMENT

STEP 5. ONGOING SUPPORT - FROM SETTLEMENT & BEYOND

STEP 4. LENDER PROCESS - LODGEMENT TO SETTLEMENT

Let's get it rolling! With everything you have provided, we are able to collate and package your information to the desired lender. We will guide you through this process with care and comfort. We know you have given us your full trust and will ensure that this process is a positive experience for you.

STEP 5. ONGOING SUPPORT - FROM SETTLEMENT & BEYOND

Don't expect us to go anywhere. Settlement on your finance doesn't mean our services end. We are here every step of the way as your trusted advisor for life! You're a Helix client after all!

STEP 6. HELIX financial HEALTH CHECK!

STEP 5. ONGOING SUPPORT - FROM SETTLEMENT & BEYOND

We understand the importance of staying on track with your financial goals. But let's face it, life happens and your goals may shift or change depending on your situation. That's why we offer a financial health check at the 2-year mark to ensure that your position is aligned with your aspirations. Our team will make sure that we review your existing products and lenders, and if necessary, to restructure or refinance, keeping your best interest in mind.

ABOUT HELIX FINANCIAL SOLUTIONS

tHE HELIX JOURNEY - how we get you to where you need to be

STEP 1. Discovery Meeting

STEP 1. Discovery Meeting

STEP 1. Discovery Meeting

STEP 2. tHE "hELIX eFFECT"

STEP 1. Discovery Meeting

STEP 1. Discovery Meeting

STEP 3. THE MEETING

STEP 1. Discovery Meeting

STEP 4. LENDER PROCESS - LODGEMENT TO SETTLEMENT

STEP 4. LENDER PROCESS - LODGEMENT TO SETTLEMENT

STEP 5. ONGOING SUPPORT - FROM SETTLEMENT & BEYOND

STEP 4. LENDER PROCESS - LODGEMENT TO SETTLEMENT

STEP 5. ONGOING SUPPORT - FROM SETTLEMENT & BEYOND

STEP 5. ONGOING SUPPORT - FROM SETTLEMENT & BEYOND

STEP 5. ONGOING SUPPORT - FROM SETTLEMENT & BEYOND

STEP 6. HELIX financial HEALTH CHECK!

STEP 5. ONGOING SUPPORT - FROM SETTLEMENT & BEYOND

STEP 5. ONGOING SUPPORT - FROM SETTLEMENT & BEYOND

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