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Case Study: How Clients Saved on LMI

Case Study: How Clients Saved on LMI

by admin | Sep 8, 2020 | Case Study, Financial Planning, First Home Buyers, Home Loans, Investment, Lifestyle, Property Market, Refinancing

Lovely young clients of ours with one child were looking to buy a bigger home to get them through the next few years as a family and were able to refinance and purchase in a way that reduced the LMI they had to pay.  Here is their story: Q.  What was your situation...
Case Study: How Security Substitution works

Case Study: How Security Substitution works

by admin | Feb 1, 2020 | Case Study, Financial Planning, First Home Buyers, Home Loans, Investment, Lifestyle, Property Market, Refinancing

How Security Substitution works We have recently had the opportunity to do a Security Substitution for a few of our clients so we thought it might be of interest to explain how it works. Security substitution or loan portability is usually available on all home loans...
Case Study: White Ants saved us Money $$

Case Study: White Ants saved us Money $$

by admin | Nov 1, 2019 | Case Study, Financial Planning, First Home Buyers, Home Loans, Investment, Lifestyle, Property Market, Refinancing

White Ants saved us Money $$ What brought you to Louise? We wanted to see how much we could borrow to buy our next property – a family home, as we both own an apartment each (well, the bank and us do!) What were your options? Originally we were thinking of selling one...
Case Study – Single mum substitutes security to keep her family in their own home

Case Study – Single mum substitutes security to keep her family in their own home

by admin | May 28, 2019 | Case Study, Financial Planning, First Home Buyers, Home Loans, Investment, Lifestyle, Property Market, Refinancing

One of our clients who was recently divorced came to us to see if we could find a solution to help her stay in her own home.  Here’s her story: Can you please explain your circumstances that brought you to Louise? I went through a divorce and as a result at...
Case Study – Young couple buys their 1st Investment Property

Case Study – Young couple buys their 1st Investment Property

by admin | Apr 30, 2019 | Case Study, Financial Planning, First Home Buyers, Home Loans, Investment, Lifestyle, Property Market, Refinancing

Young couple buys first investment property 2 years after buying their own home Here’s their story: You bought your own home in September 2016 – how was that experience? Painfully slow..  There was a big difference between what we liked and what we could...
Case Study – Buying Over the Christmas New Year Season

Case Study – Buying Over the Christmas New Year Season

by admin | Dec 5, 2018 | Case Study, Financial Planning, First Home Buyers, Home Loans, Investment, Lifestyle, Property Market, Refinancing

A long term client of ours who has multiple investment properties, recalls buying a property in Frankston late afternoon on New Year’s Eve. It was a a few years ago, but it may well be a wise tactic this silly season as vendors are keen to sell before a new year...
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