Client Success Story
Liam + Fiona

Dollars Saved
Loan Reduction
From Start To Finish
Interest Rate

Liam and Fiona are long-term clients who came to us last year to refinance their corporate trust. With that structure now finalised, they returned with a new goal: to access equity and fund a residential build in Melbourne.
Both work full-time in professional roles based in Sydney, but they’re focused on growing a long-term investment portfolio that supports financial freedom. With a clear strategy in place, we moved quickly - refinancing their existing loan through the black bank, known for competitive lending and strong property valuations.
The result? We unlocked $500,000 in equity, giving them the capital they needed to move forward with their new project in Victoria.
What Our Clients Have To Say
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