Call Us Today 0431 912 023

0431 912 023
call us today

We cover the entire Sydney Metropolitan, and will come to you at a place, day and time that suits you.

We offer a diverse range of services. Talk to us:

First Home Buyer

You are buying your first home, we are as excited as you, we:

  • Help you determine how much you can comfortably borrow, we sort out the finance for you and make sure that you have your pre-approval early in the process.
  • Help you with property research and help you in finding an experienced solicitor or a conveyancer.
  • We stay with you throughout the process till your property is settled, and even afterwards.

Upsizing or Downsizing

Irrespective of what you are targeting, selling your property and buying a new one calls for careful planning, and the tips are very much as above:

  • Help you determine how much you can comfortably borrow, we sort out the finance for you and make sure that you have your pre-approval early in the process.
  • Help you with property research and help you in finding an experienced solicitor or a conveyancer.
  • We stay with you throughout the process till your property is settled, and even afterwards.

Refinance

The chances are that the longer you have owned your property, the more equity you would have accumulated. It makes sense to use this ‘equity’ wisely for any worthwhile purpose:

  • Time to pick up a piece of paper and pen, and start writing some clearly marked financial goals for the future. Also a good time to review what your past goals and see if you have been achieving them.
  • It is also a good time to start doing some serious research as to what is available in the market. It will make it easier for you to make the right decision when we sit together.

Consolidating Debts

With the interest rates at a historical low at present, it makes a lot of sense to bundle all your loans/debts into one (if applicable) and save yourself some serious money:

  • Time to pick up a piece of paper and pen, and start writing some clearly marked financial goals for the future. Also a good time to review what your past goals and see if you have been achieving them.
  • It is also a good time to start doing some serious research as to what is available in the market. It will make it easier for you to make the right decision when we sit together.

Property Investment

A properly structured investment property portfolio has the potential to provide you with a steady income (rental), capital appreciation and tax benefits. Irrespective of whether you are buying your 1st investment property or the 10th, the following tips will come handy:

  • Location of your property will play a major part – so a simple mantra – research, research and more research into the area/suburb you intend to buy.
  • We will provide you with an accurate estimate of your budget/costs; and help you get a pre-approval early in the process.

Self Employed

If you are self-employed, the chances are that you would have already been in situations, where someone couldn’t even read your financials properly. Don’t put yourself in that position, talk to us now because we specialise in self-employed and business loans:

  • We will spend time with to understand your goals and objectives.
  • We will help you determine and understand your financial position from the lending/borrowing perspective.
  • We will organise your finance efficiently and in time.

Bad Credit History

Life doesn’t always go as planned. With self-will and the right advice, it is easy to move forward:

  • Time to pick up a piece of paper and pen, and start writing some clearly marked financial goals for the future. Also a good time to review what your past goals and see if you have been achieving them. In addition, be honest and upfront about your credit history especially the reasons that led to a credit listing or a default.
  • There are lot of choices available these days, and we will help you make the right choice meeting your particular circumstances.

Buying with your SMSF (self-managed superannuation fund)

With new changes, it is now possible for your SMSF to borrow money to buy investment property:

  • Make sure that you have taken appropriate independent financial advice before going this route.
  • Make sure that your SMSF is set up.
  • We can refer you to an appropriate financial planner and/or an accountant if required.
  • We help you with all related paper work; and help you choose the right loan which is a good match, a good fit – for your SMSF loan.

Personal or a Car Loan

Whether buying for personal use or for business, buying a car/vehicle is always memorable:

  • We will make the whole process easy, and get you into that car quick.

Business and Commercial Finance

Business needs can be complex and varied. Hard to specify bullet points are. Whether you are looking to buy a commercial property for your business or whether your business is expanding or whether you are re-structuring your business, talk to us about your needs and we will find you the best possible solution available.

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