Case Studies
Refinance With Tax Debt: A Two-Stage Approach Back to a Mainstream Lender
A tax debt can make refinancing more difficult than people expect. In this case, we were helping a…
Insights & Case studies
Insights, Case Studies and Finance Strategies
Case Studies
A Second Opinion Changed the Borrowing Capacity Conversation
Sometimes a second opinion can completely change the conversation. In this case, a couple had been working with…
Insights
Why Your Existing Investment Loans Can Limit What You Borrow Next
A lot of investors assume the next property should be easier to buy. You already own property, you…
Insights
Why a Softer Property Market Can Create an Opportunity for Upsizers
There has been a noticeable change in the property conversations I have been having recently. Investor enquiries have…
Insights
When I Review a Refinance, I’m Looking at More Than the Rate
Most people start a refinance conversation by asking about the rate. That is completely reasonable. If you are…
Insights
More Than Base Salary: What Income Will a Bank Actually Use?
A lot of professionals earn very good incomes, but the way that income is structured can make a…
Resources
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