Case Studies

Zane and Hani, Australian citizens in Dubai, refinanced their Sydney property after construction. We cut their rate from 8.54% to 6.34%, saving $539 monthly. The new loan helps them pay more principal as they build their careers abroad.

James and Hayley, a Kiwi family, relocated from Auckland to Brisbane. They needed $1.5m to secure their dream home while still in New Zealand. With the backing of a major lender, we made it happen. Now in Brisbane, they’re growing their investment portfolio.

Andy came to me after his broker couldn’t improve his financial situation. I restructured his debt, freeing him from 'mortgage prison,' reducing his repayments by $432 monthly, securing a $2,000 cashback, and setting up interest-only loans with a new 30-year term. This helped ease his living costs and supported his job transition.

Jules came to me during a tough divorce, referred by her brother, who I’d helped before. We secured three assets, negotiated banks off hardship and dropped the interest from 13% to 6.89%, and set her on a clear path to rebuild a bright new future.

We helped Jamal and Anjum upgrade their property in Sydney, moving them into a nicer neighbourhood by leveraging the equity in their existing property and enhancing their overall asset.

We helped John and Gill, business owners in Bondi, refinance two investment properties. In just eight weeks, we secured a tailored solution that saved them thousands—succeeding where other brokers had failed. With their equity unlocked, they’re now ready to expand their portfolio.

Angus and Casey, top legal executives in Sydney, refinanced and saved $652 a month. The process was handled quietly and efficiently in four weeks with a new sub-70% LVR and a 6.04% rate, all while they were off enjoying a yacht race.

Thomas, a young FIFO diesel mechanic from Adelaide working in Western Australia, aimed to buy his first home at just 25. We made this possible by using his parents as guarantors, turning his dream into reality and setting him up for a bright future.

Elise and Drew, a young couple in their mid-30s—a bricklayer and a nurse—initially believed they could only buy an apartment in Melbourne due to Sydney’s high prices. After a few meetings and four months of coaching and planning, they’ve just moved into their new Sydney home without paying LMI or stamp duty.

Jake and Delia, a young architectural couple in their early 30s, are building an investment portfolio. We strategised to lend up to 90%, allowing them to retain some of their deposit while also covering Lender's Mortgage Insurance. They have already purchased two properties and are now planning for a third.

We assisted a nurse and her son, both essential workers, in refinancing their four rental properties and switching banks, saving them $9,926 annually and $297,000 over the life of their loans.

We helped a surfing family from the South Coast who needed more space as their family grew. Their first broker said it couldn’t be done. A friend sent them our way for a second opinion. We saved them over $180k in interest and access another $100k in equity for future plans.

We saved the clients nearly two years of loan payments and over $270k in interest. Based on ASIC’s Money Smart mortgage switching calculator, they will pay off the loan twenty two months sooner and have an extra $750 in cash flow each month.

We secured $70k in government concessions for this first-time homebuyer family, helping them avoid LMI and stamp duty. With just a 5% deposit, they were able to enter the Northern Beaches property market.