case_study2

Property Loan

A local family had been at our practice for a few years. Over this time they had

paid a significant amount off their first investment property and were ready to

buy their second rental property. These clients had decided where to buy, but

were unsure which bank would be best for them, or how to structure their

loans. They were also unsure if the new property should be in the wifes name,

husbands name or both. As licenced mortgage brokers, we were able to

compare the loans from many lenders for them and help choose the best loan

for their needs. We structured their lending in the most tax effective manner

and helped choose whose name should be on the new property to benefit

their financial goals..

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