We conduct a comprehensive review of your loans & liabilities to ensure they are set up as optimally as possible.
We identify every opportunity, including ensuring that as much as possible of your interest paid is tax deductible, thereby reducing your overall cost of borrowing.
We’ll make sure we have financial institutions working hard to earn your business, not the other way around.
We ensure that as much of the interest that you pay as possible should be converted to a tax-deductible expense and be filed as such. This is surprisingly often overlooked and mismanaged, and is a vital part of creating an enhanced wealth-building strategy. The more tax you save and the less interest you pay, the more wealth and disposable income you can generate overall.
We create a competitive landscape that involves each financial institution and bank competing for your business to ensure that you benefit from the very best rate for financing.
There is much more to borrowing than just receiving a competitive rate. We ensure all terms and conditions do not hinder your overall financial goals, while at the same time avoiding unnecessary transfer fees and payout penalties.
Through our private client, elite banking relationships, we can help you use your entire balance sheet to obtain financing in one easy step. This is very important to our clients as you would be able to avoid much of the unnecessary approval and underwriting processes, which would usually be needed under normal lending circumstances.