Deal Exp

IndIndustry or Sector: Security Services and Construction Lending Deal Type: Refinance and Construction Client Situation The client, a business owner of a security services company, wanted to refinance his existing property and secure a construction loan of more than $2M for a new investment property project. The case was complex because he had recently transitioned […]

Industry or Sector: Water Solutions and Trade Services Deal Type: Purchase of Owner-Occupied Property Client Situation A self‑employed water solutions business owner was dealing with a family dispute that led to multiple caveats being placed on his property.As an interstate client, he had already approached several brokers—none of whom could offer a workable solution. He

Industry or Sector: Residential Home Buying Deal Type: Purchase, First Home Buyer Client Situation The clients were full time PAYG employees looking to purchase their first home for $700k, but they weren’t sure: They needed clarity, confidence, and guidance across the entire journey. Our Solution We completed a full borrowing capacity assessment and provided an

Industry or Sector: Professional Services and Information Technology Deal Type: SMSF Purchase Client Situation A long‑term client working as a contracted technical business analyst wanted to acquire another investment property using his Self‑Managed Super Fund (SMSF).Although he already owned multiple properties, he was unsure about: He needed clear guidance and confidence before proceeding. Our Solution

Industry or Sector: Solar and Renewable Energy Deal Type: Investment Property Purchase, Refinance and Cashout Client Situation A self‑employed solar business owner came to us just one week before settlement on a $1.8M investment property purchase.The purchase deposit relied on completing a $600k cash‑out refinance on their owner‑occupied property — creating a tight sequencing issue.

Industry or Sector: Electrical Services Deal Type: Investment Refinance & Cash-out Client Situation The client was a sole trader electrician juggling multiple unsecured debts and had already fallen behind on several repayments. He had defaults recorded on his credit file, rental arrears, and an outstanding ATO balance. Managing day to day cash flow had become