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Book an Appointment with Folio!

Frequently asked questions

Yes — Folio Financial Services can help you understand your borrowing power, compare loan options that suit your situation, and get ready for the application process. We can also point you towards relevant government schemes and incentives, so you can move forward with more confidence.

If you’re building a property portfolio, Folio Financial Services can help you explore tailored lending options, check your borrowing capacity, and structure your finance in a way that supports your long-term strategy. You get guidance that’s practical, clear, and focused on your goals.

Folio Financial Services offers a variety of loan types, including: - Standard home loans for borrowers with full documentation - Alt Doc home loans for self-employed or non-traditional income earners - Expat and non-resident home loans for overseas or foreign borrowers - SMSF (Self-Managed Super Fund) loans for property investment through superannuation - Business loans for commercial or operational funding needs - Flexible loan solutions tailored for varying financial situations

Fees can vary depending on the loan, lender, and the level of support you need. In many cases, Folio Financial Services can help you access lending options with little to no upfront service cost. If any lender or third-party fees apply, we’ll explain them clearly before you move ahead.

Refinancing with Folio Financial Services can help you secure a better interest rate, reduce your monthly payments, or access home equity for other financial needs. Our specialists will work with you to find the best refinancing options tailored to your circumstances.

Yes. Folio Financial Services works with self-employed borrowers and can discuss options that may suit non-standard income, including Alt Doc loans where full traditional paperwork isn’t available. We’ll look at your overall financial position and help you find a lending solution that fits your goals.

An agreement in principle is an indication from a lender of how much you may be able to borrow, based on the information you provide. It’s a helpful first step because it gives you a clearer budget, helps you shop with confidence, and can put you in a stronger position when you find the right property. Folio Financial Services can help you secure one online and guide you through the next steps.

Folio Financial Services offers a range of home loans to suit different needs, including standard home loans, Alt Doc home loans for self-employed individuals, expat and non-resident home loans, and SMSF loans for property investment through superannuation. Each product is designed to cater to specific financial situations and goals.

Applying for a loan with Folio Financial Services is straightforward. Start by contacting us via our website, phone, or email. Our team will guide you through the necessary documentation and steps, from initial consultation to final approval. We ensure a smooth and transparent process to help you secure the best loan for your needs.

To get started, you’ll usually need photo ID, recent payslips or other proof of income, bank statements, details of any existing debts and regular expenses, plus information about the property or loan you want. If your income is self-employed or irregular, Folio Financial Services may ask for extra financial records, such as tax returns or business statements.

Contact Details

Office Address: Level 2, 36 Hickson Road, MILLERS POINT, NSW 2000

Phone: 1300 304 572

Email: customer.service@folio.com.au

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Phone:
1300 304 572

Folio Financial Services

Email:
Customer.service@folio.com.au

Postal Address:
PO Box A553, Sydney South, NSW 1235

Office Address:
Level 2, 36 Hickson Road, MILLERS POINT, NSW 2000

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Folio Financial Services is a trading name of Australian Loans & Mortgages Pty Ltd | ACN 142 403 790 | Australian Credit License 385213 | Privacy Policy | Credit Reporting Policy | ESG Policy

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