Will save more than $45,000 in interest in the next 3 years! 

Gavin and Shirley are hard-working people and awesome parents. They put both their kids through the best private schools in Perth so they could have all the opportunities possible. They’ve also invested in a property to secure their kid’s get a strong financial start, too.

Now, with their kids graduated, it’s all about securing THEIR financial prospects for a worry-free retirement.

We restructured and refinanced Gavin and Shirley’s loans into a simple, yet extremely flexible loan structure where they are not only making huge progress, they have access to cash for any challenge life throws at them.

Mark and Annie

“We’ll save $14,000 in interest this year and our repayments are $300 less per month!

We’ve been with the same Big Bank for 20 years now, probably because it was easy. After talking to Brodie we realised we could be doing a lot better!
Our cash flow is better now and we’re repaying our debt. We’re in a better position now, moving in the right direction. Brodie opened our eyes up to what is possible.”

With a handful of investment properties and managed funds all tied up in an inefficient and ineffective loan structure they were spinning their wheels and going nowhere.

We fully restructured their loans to a more responsive lender suited to their goals, dramatically reducing the interest cost while retaining full flexibility. We also made a plan in concert with their professional partners to target the debt in the most effective, risk-minimising way.

Shane and Meg

“If we tried to deal directly with the bank it would have been unbelievably hard. Brodie knew ways to make our money work for us better.
Brodie broke it down for us so we fully understood what we were signing up to, we had to do no paperwork. After this experience, I would never again try to navigate the banks myself!”

After a helping hand from their parents, busy young professionals Shane and Meg were keen get their parents off the title to their property and take full ownership and responsibility for their future.

At the same time, they wanted to make some improvements to their home that were desperately needed.

We built a team around them to advise on and facilitate the transaction so they could continue to work and manage their busy young family. In quick time, we had removed their parents from the title, minimised transfer fees, and created a renovation and slush fund with a new, superior lender. They were stoked!

Zoran

“We consolidated and streamlined our lending, while preparing for our future property plans. We’ve saved heaps of money, too.

Before, we never had the kind of conversations about how to manage our loans. Now it’s like picking up the phone to a mate, he understands our family and our goals. Between the banks and other brokers I’ve dealt with there’s no comparison to Brodie.”  

Flying between Perth and Sydney as a State Manager for a major travel company while being a superstar dad and husband is no easy feat but Zoran kills it. However one thing that wasn’t getting killed was his debt.

He and his wife were also toying with multiple future property strategies including renovating and investing in another property.

We consolidated his credit cards and performed a full credit clean up, while moving his lending to a ‘friendly bank’ that would support his future plans, putting him back in control and saving him thousands of dollars each year in the process.