Our most recent case studies.

*****Mumtaz from Dee Why NSW needed to refinance her existing owner occupied an investment loans. Her current lender had increased rates exponentially over the past 6 months that the income she was generating from the investments wasn’t enough to cover the costs. After a thorough review of hers and her partners information we where successfully able to source a lender that reduced her rates considerably saving $720 per month. In addition, this lender was able to provide a cashback of $5,000, multiple offset accounts and no annual package fee saving a further $395 per year. A great result for our client.*****  

*****Luke and his partner Amy from South Perth WA where looking to purchase a new owner occupied property as there growing family could not be comfortable in their current home. They were in need of Bridging finance to allow the time to sell their existing home and secure a new property. We were able to source a lender that offered a competitive interest rate during the bridging term, allowed the clients 12 months to achieve their goal and only serviced the client on the end debt not the peak debt. This allowed them to sell and buy within a 4 month period and secure a larger home.*****

*****Kerry from Newcastle NSW came to us looking for funding to assist with a land purchase and the construction of multiple dwellings on the site for resale. For a developer this is a standard arrangement. Unfortunately for Kerry he is self employed and his income documentation was not in order. With 5 days to arrange finance he didn’t believe he had a chance. After careful review of his current situation and generating a solid plan to move forward, we were successfully able to arrange finance for him within 3 days. Kerry has since purchased the land and begun the construction of 5 townhouses on the site.*****

*****Bruce and Gene from Spring Hill Qld came to us seeking funding for a SMSF purchase. Being their first purchase of this type they were quite nervous with regards to the process. After a lengthy discussion with both clients via Zoom we were able to map out both the lending options and benefits of each provider as well as give them a detailed timeline of when things would need to happen. By doing this we were able to ease the tension that the purchase had brought on and allow the clients to make an informed decision. The lender they elected to use gave then access to a product offering an offset account, competitive interest rates and low establishment fee.*****