Case Studies

These were existing clients at a major bank who had been there for many years but were getting a little …

This was a young couple looking at purchasing their first home. They visited their own bank who couldn’t assist because …

These were self-funded retirees aged in their early 70’s. They were looking to buy their own PPR on the Sunshine …

They were a middle-aged couple who are quite well established financially with still another 15 years left in their working …

This was a married couple, aged in their 60’s looking to purchase a new Principal Place of Residence (PPR) property …

In this case, both husband and wife had built up substantial personal debt such as credit cards, personal loans and …

Some existing self-employed clients contacted us to review their lending which included a specialist loan and a commercial facility used …

Some self-employed clients (builders) were referred to us via a networking group full of property investors. They were looking to …