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 ...