Background:
Darren & Marion, like many homeowners, had begun to feel the pinch of their interest rates – 6.89% and 7.69%, respectively. With increasing financial pressures and a desire to optimise their financial commitments, they started to explore refinancing options.
Solution:
They reached out to Samantha and her assistant, Courtney to ask about what opportunities were available to them to reduce their mortgage repayments. We comprehensively assessed the couple’s financial situation and current mortgage commitments. Samantha and Courtney searched for a lender and plan that would offer them much more favourable terms.
By the time of settlement, they had successfully refinanced Darren & Marion’s loans to rates of 5.29% and 5.83% – a significant reduction from their initial interest rate. This adjustment not only eased their monthly repayments but also promised substantial long-term savings.
Client Feedback:
Beyond the tangible results, Darren & Marion were particularly impressed by the communication standards set by Samantha and Courtney. In their own words:
“Samantha and her assistant, Courtney, have proved to be very efficient and professional. Communication has been a high point. Sam is only ever a call away and usually always answers the phone, and they achieved the result we were after by saving us a substantial amount of money on our mortgage repayments.”
Conclusion:
Darren & Marion’s refinancing journey underscores the importance of regular financial reviews and the significant benefits of a client-centric approach in the financial service industry. With the right guidance, homeowners can navigate the complexities of mortgages and make decisions that lead to substantial savings.
If your interest rate started with a seven, follow this link to chat about your refinance opportunities.
Arranging finance can be stressful, especially with some lenders now taking extra steps including going through your living expenses and credit scoring (ouch!). And sometimes banks can make you feel like ‘just a number’. That’s why we want to do things differently: because you deserve better.
As a local family-owned business, our team takes the time to listen, answer your questions and make getting your home, car or equipment loan as easy as possible.
