What was their challenge: The couple were active property investors looking to free up finance to support cashflow and continue acquiring properties for their growing portfolio.
The couple have been active in the property market, partnering with KnowHow Property on the purchase of their home, as well as refinancing multiple investment properties.
Solution: After helping the couple secure their (owner occupied) home, we performed six monthly pricing reviews on all properties, looking to optimise and refinance their investment loans as soon as the Loan to Value Ratios (LVR) were at the appropriate levels. This enables us to provide the best property and pricing positions possible.
Result: Playing the long game with our clients over a few years, we carefully optimised the finance on each property, one by one, freeing up cash, and enabling the client to continue to grow towards their property and lifestyle goals.