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Case Studies

Lisa from Regional WA was referred by her Accountant as she was looking to purchase a school bus and a contract to pick up/drop off school children. The client had approached her existing Bank (NAB) who had been working on the application for 11 weeks before declining it. We picked up the application and had finance arranged with 48 hours of application for $250,000 and importantly enabled the client to purchase the bus/contract that she was at risk of losing due to the delays. The client now wants to refinance their 2 home loans away from NAB for $700,000.

Lisa from Regional WA

Mohammed from WA was referred by his Accountant as he wanted to review his Home Loan. Unfortunately for the client, like many people in Perth, had negative equity. This didn’t mean we couldn’t help. We approached his current lender (Bank West) and conducted a product switch moving him from an old variable rate at 3.7% to a 2 year fixed rate at 2.99%. This took 1 day to process and saved the client over $200 per month.

Mohammed from WA