Deal Experiences
Construction of a $4.4M Investment Property for a Security Services Business Owner
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,
Owner Occupied Property Purchase of $1.37M for a Water Solutions Business Owner
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
PAYG First Home Buyer Purchase with a $665k Loan
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
SMSF Property Purchase of $600k for a Technical Business Analyst
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
$1.8M Investment Property Purchase plus $600k Refinance for a Solar Business Owner
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
$544k Refinance for a Sole Trader
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
