Client Success Story
Delia + Jake
Dollars Saved
Loan Reduction
From Start To Finish
Interest Rate
Case study
Jake and Delia, a young architectural couple in their early 30s, are building an investment portfolio. They had significant savings, so we strategised to lend up to 90%, allowing them to keep some of their deposit while also covering Lender's Mortgage Insurance. This approach enabled them to purchase multiple properties without depleting their savings. Their first purchase was a property in Townsville, secured with CBA. Although the rate was slightly higher, it aligned with our 90% lending strategy.
They've now been pre-approved for a second property, and at just 31, they already have two investment properties. They’re saving and planning to buy a third, setting themselves up!
Testimonial
"Chris has been amazing since our first encounter, helping us understand the different loan options in the Australian market. He was very patient going through each scenario with us and always promptly available to discuss. His help and expertise was greatly appreciated and not only helped us choose the best loan but also understand all the parameters behind our final choice.Very open minded, there was never a wrong question to ask.
Chris helped us secure a great package with our preferred bank within a long term approach which we happily made evolve together. We look forward to working more with Chris in the near future and highly recommend anyone getting in touch with him. He has been without a doubt a great team member to help us build a long term strategy!"
What Our Clients Have To Say
Karen B
Canberra, ACT
Michael
Narre Warren, VIC
Seb + Ceci
Northern Beaches, NSW
Michael H
Atikenvale, QLD
Jamal + Anjum
Rooty Hill, NSW
Jon + Gayle
Bondi Beach, NSW
Nicole + Tristan
Manly, NSW
Get Your Mortgage Questions Answered
A mortgage might just be the biggest financial decision you'll make, so treat it like one. There’s no such thing as a silly question so reach out and get in touch - we’ve got your back.
