When a property opportunity knocked for two health practitioners.
Like most home owners, Bill and Melissa had a long-term plan in mind for their family home, with a 25-year loan in place. But when an unexpected offer landed on their doorstep, a golden opportunity arose and plans changed.
Life after divorce – so, can you keep the house?
Moving on emotionally after divorce is hard enough, but the financial difficulties can be a minefield. With emotions running high, and sometimes, challenging legal requirements, calm and considered financial negotiations are critical. Accountants are often called on to negotiate through grey areas, trying to help work out the financial settlement and acting in the best […]
Tax optimisation strategy? A mortgage broker can help
A highly effective partnership between an accountant and mortgage broker can be an outstanding solution for time poor clients – especially at tax time. For example, one of our clients Daniel was advised by his accountant to consider a property purchase as a tax minimisation strategy for his successful motor mechanic business in Fitzroy. Time […]
Turning opportunity lost into a home ownership dream
Robert and Sharon were typical of many thousands of busy professional couples across Australia – they simply didn’t have the time to organise their home loan finance, so …