Case Study: Refinancing Home Loan of An Emergency Service Worker
Client Profile The client, a dedicated Emergency Services worker, sought to refinance his existing home loan. As a single individual with no dependents, he was keen to optimise his financial situation and benefit from potential cash-back offers. Challenges Faced The client’s unique income structure, consisting …
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Case Study: Self-Employed First-Time Home Buyer
Client Overview The client is a 33-year-old single, self-employed first-time home buyer with no dependents. The client had their eyes set on purchasing their first home and found a property worth $2.38 million that perfectly suited their needs. Challenges Faced The client aimed to …
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Case Study: Restructure Home Loans
Client Overview The client is a 66-year-old self-employed individual seeking to restructure for his multiple home loans. He owns four properties, comprising three investment properties and one owner-occupied property currently financed through different lenders. The client’s primary objective was to restructure his existing home loans …
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