SAVINGS SNAPSHOTS
Our team take immense pride in our superior client service by building a long-lasting relationship with you, which does not end at loan settlement.
We perform ongoing loan reviews to ensure your rate remains market competitive and that your loan continues to best meet your changing needs.
How we saved this client a whopping $14K in interest savings per annum!
A new client recently approached us for a review on their existing loans as they had never looked at them since they settled.
We negotiated with their existing lender to secure a 1.57% rate drop, which equated to a whopping $14K in interest savings per annum!
No refinance, no paperwork required. Needless to say, the client is over the moon!
Home loans are not 'one size fits all'. Just as your financial situation, needs and goals are unique — so too should be your home loan.
We are thrilled to share an incredible outcome for a new client! After their loan had not been reviewed since settling several years ago, the rate had crept up without their realisation! We stepped in to review and secured them a 2.56% rate drop, saving them a massive $21K in interest per annum! No paperwork, no refinance, we liaised with their existing lender.
This is a powerful reminder of the importance of ongoing rate reviews. Our team is dedicated to ensuring ongoing reviews for all our clients. Don’t let your rate creep up unnoticed – contact us if you’d like a review of your loan!
How we saved this client close to $5,000 per annum.
By simply contacting this client’s existing lender, we were able to save them approx. $4,991 in interest savings per annum!
Prior to our review, the client’s $713K Home Loan was at an interest rate of 4.48%.
How our review achieved a lower rate for this client.
One of our clients was coming out of their fixed rate and by us reviewing, we were able to achieve a variable rate 0.3% lower than it would have automatically reverted to.
How we saved this client more than $4,000 per annum.
A new client recently approached us wanting to refinance as they weren’t happy with their rate. We secured a fantastic 0.79% rate drop through a strategic loan review. This significant reduction was achieved without the hassle of refinancing! This means lower monthly repayments, and savings of $4K+ for our client!
Are you curious about how we can help you too? Reach out today, and let’s explore how we can optimize your loan for maximum savings!
Loan Review Win!
We helped our clients score a 0.22% interest rate reduction, saving them $850 per year in interest alone!
This is why ongoing rate reviews are so important – even small adjustments can lead to BIG savings!
Ready to see how much you could save? Let's chat about your options and make your home loan work harder for you!
How we saved this client more than $2,400 per annum.
By simply contacting this client’s existing lender, we were able to save them approx. $2,435 in interest savings per annum!
Their Owner Occupied Home Loan was on a rate of 5.40% and we were able to negotiate that down to 4.25%.
How we saved our client more than $3,000 per annum.
By simply contacting this client’s existing lender regarding their Home and Investment Loans, we were able to save them approx. $3,135 in interest savings per annum!
How we secured a revert rate 0.43% lower than what the lender advised.
This client was approaching their Fixed Interest Only expiry on their loan and their lender sent them a letter advising them what rates the loan would automatically revert to.
After we reviewed the loan and negotiated with the lender, we secured a revert rate 0.43% lower than what the lender had advised the client.
Saving the client approx. $2,365 in interest per annum, compared to the auto revert rate.
Had we not reached out to this client, and secured a lower rate, he was just going to let it automatically revert to what his lender advised.
Needless to say, the client was very happy and grateful for our review!
How our review saved this client $1,500 per annum.
We recently undertook a rate review for a client who was approaching their fixed rate expiry which resulted in a decrease of 0.64% off what their loan would have automatically reverted to had we not reviewed.
This equates to $1,500 in savings per annum which is an excellent outcome.
Did you know small changes can lead to BIG savings?
Our recent annual review with one of our clients revealed an incredible $1,280 in interest savings per annum, thanks to a 0.42% decrease in their interest rate.
How we saved this client close to $5,000 per annum.
By simply contacting this client’s existing lender, we were able to save them approx. $4,980 in interest savings per annum!
By negotiating a 0.55% interest rate decrease for our client’s Investment Loan.
How we saved this client $2,750 per annum plus a refinance cashback.
After completing a review with this client’s current lender and no improvement being offered on their rate. We were able to refinance the client to a more suitable product on a rate 0.35% lower than what they were on.
Equating to approx. $2,750 in interest savings per annum and the added bonus of a refinance cashback!
No refinance. No paperwork. A simple product switch saved this client $1,396.
A new client approached us recently for a review of their current home loan. We discovered that they had a basic loan product, and it was no longer market competitive.
By simply switching this client’s loan product we were able to secure a 0.17% rate drop, which will save them approx. $1,396 in interest per annum.
No refinance. No paperwork. Just a simple product switch with the same lender that now better suits their needs.
How our review saved this client more than $5,000 per annum.
By simply reviewing this client’s rate with their existing lender we were able to save them approx. $5,321 in interest savings per annum!
Securing a 0.79% rate reduction for their Investment Loan.
How we achieved a massive $7,000 in savings for our client.
This client was coming out of their fixed rate and by us undertaking a review, we were able to achieve a variable rate 0.91% lower than what it would have automatically reverted to.
That equated to a massive savings of approx. $7K for the client!
