Lucy + Tia

Dollars Saved
Loan Reduction
From Start To Finish
Interest Rate

Case Study
We helped clients Lucy and Tia who were renovating their homes. Their previous broker couldn't assist due to tight serviceability, so we were referred to them to step in and help. After meeting our new clients on a rainy weekend at a shopping mall and discussing their needs, I identified that they were eligible for a specific policy. I went back to the office, refined the solution, and ensured the property met all service requirements. By Monday, I was able to share the good news, giving the clients greater flexibility and peace of mind.
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. Additionally, we secured an extra $10k as a safety buffer for the rainy day contingency.
Testimonial
"Chris was extremely helpful and professional throughout our entire refinancing process. We did not know where to start initially and Chris listened to what we tried to achieve and worked out what was most appropriate and beneficial for us. A great outcome and pleasant experience!"
Luke + Melissa
Manly, NSW
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Manly, NSW
Francois
Belrose, Sydney
Char + Eric
Melbourne, VIC
Tanya + Egor
Willoughby, Sydney
Hannah + Leron
Manly, NSW
Catalina
St Leonards, NSW
Bianca + Clinton
Perth, WA
Lara + Greg
Manly, NSW
Zeeshan
Dubai, UAE
Andy + Jan
Manly, NSW
Emma
Manly, NSW
Warren + Sian
Perth, WA
Julie
Wollongong, NSW
Kim + Rob
Northern Beaches, NSW
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