Client Success Story
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!"
What Our Clients Have To Say
Kim + Rob
Northern Beaches
Jamahl + Hannah
Brisbane
Paul + Karon
Wollongong
Emma + Dean
Sydney
Lucy + Tom
Sydney
Sandra + Bek
Manly
Anita + Jack
Sydney
Jac + Delp
Bondi Beach
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.