You search carefully to find the perfect home. We can help do the same for your mortgage.

The correct mortgage will save you tens of thousands of dollars over the term of the loan and can produce a better return on your investment.

Whether you’re buying a home to live in, an investment property or you simply want to ensure the current mortgage you have is the most competitive and suitable for your needs; then we can help.

Leveraging off our long history of working with professionals within the financial services industry, we have formed strong relationships with independent and trustworthy finance brokers to ensure that our clients receive the best care and results.

Furthermore, we as your advisers will ensure that your loan is structured in a manner that is not only suitable from a tax perspective but also suits your unique circumstances.

A detailed analysis of your cash flow and loan structures is critical to the ultimate success of all finance strategies. The benefits include:

  • Ensure the interest rate and facilities made available to you by your lender is competitive and comprehensive
  • Assess and recommend the minimum cash reserve you should maintain at all times for liquidity and emergency purposes
  • Assess the potential suitability of various investment, wealth creation and tax planning strategies to enable appropriate recommendations to be made
  • Make provision in our recommended strategies for new expenses which may flow from our advice

Please note, that Principal Partners do not provide credit advice under AFSL. 426722. All credit assistance is provided by external independent brokers.

Principal Partners

Call 03 8320 4646 today to see how we can help

Principal Partners put your needs first and proactively seek to build a solid asset base that will meet your financial and lifestyle goals.

Finance