We’re starting the year with an inspiring Finance File where we helped a long-term client navigate the tricky process of buying and selling property. Discover how we supported a family of five to upgrade their home without relying on bridging finance, secure a competitive fixed-rate loan, and tackle the complexities of selling before buying.
In this week's Boxing Day Q&A episode, we dive into listener questions about cashback offers, the key differences between redraw and offset accounts, and how to make the most of your home loan setup.
In this week’s episode of You Have My Interest, we explore the behind-the-scenes strategy of refinancing and cashing out equity to fund an investment property purchase. We share how our clients used valuation differences to their advantage, unlocking more cash from desktop valuations compared to full inspections. We also discuss why a higher valuation with CBA outweighed better interest rates elsewhere, enabling the clients to secure additional funds for their deposit.
Capital gains tax greatly influences the money you get after selling your investment property. It’s the tax charged on profits when you sell the property for more than its initial purchase cost. Often, people are taken aback by the extent of these taxes, not realising it...
In this episode, we sit down with Aife Raveche, founder and director of Raveche Property, to unpack actionable strategies for making money in property. Aife’s boutique agency specialises in buyer advocacy, vendor advocacy, and property management across Victoria, and she brings a wealth of experience to help clients navigate the market with confidence.
In this episode of You Have My Interest, we dive into key market updates, including the impact of RBA rates, the Home Value Index, and Victoria's new temporary stamp duty concession for off-the-plan purchases.
In this episode of You Have My Interest, we follow a client’s journey and the steps taken to successfully purchase their first home through a related party transaction.
In today’s episode of You Have My Interest, we’re diving into some fantastic questions from our Instagram followers on topics like borrowing capacity, adding additional borrowers to loans, and structuring property titles.
In today’s episode, Evelyn sits down with James Wrigley, a certified financial planner from Melbourne, renowned for his straightforward financial insights. With over 72,000 followers on Instagram and 92,000 on TikTok, James has become a trusted voice in personal finance, sharing practical advice on retirement planning, superannuation, capital gains tax, tax deductibility, and investments.
In this episode of You Have My Interest, we dive into another Finance File, sharing the inspiring journey of a first-time homebuyer couple from Victoria. This de facto couple, with a young child, dreamed of owning their own home and began their property journey nearly a year ago by reaching out to us for financial guidance.