Investment Lending

If you are an investor seeking to acquire assets such as property or shares, access to sophisticated and well-structured investment lending options is essential to enable strategic capital allocation, optimise cash flow, and preserve liquidity – all of which are critical for managing complex portfolios.

Borrowing to invest

Investment loans provide you with the capital you need to make purchases designed to grow your wealth. Income generated from your investments can contribute to your loan repayments, and interest payments on the loan can provide potential tax deductions.

The right solution for your needs

By leveraging our extensive network of lenders, we can deliver a tailored lending solution with competitive interest rates and flexible terms, designed to align with your investment goals while also complementing your broader financial strategy.

Our difference

We collaborate closely with your accountant and financial advisor to seamlessly integrate your investment loans into your overall financial strategy. Our clear and concise advice, underpinned by technical expertise, ensures a streamlined application and approval process, providing a clear pathway to timely settlement so you can achieve your investment objectives with confidence.

Investing in property

Our mortgage brokers specialise in delivering tailored investment lending solutions to support the growth of your property portfolio, whether you're purchasing residential or commercial investment properties. We offer flexible loan structures, including interest-only and principal and interest repayment options, designed to align with your financial strategy.

Bespoke loan structures

We offer bespoke loan structures for common investments, such as property or shares, while also excelling in complex lending scenarios. Our expertise extends to loans for trusts, family groups, and Self-Managed Super Funds (SMSF), offering the technical proficiency and strategic insight required to navigate sophisticated financial arrangements.

Types of loans

  • Property Investment Loans: For residential or commercial investment properties, including interest-only and principal & interest repayment options. This loan can be used to provide the necessary capital to purchase, refinance, or renovate investment properties.
  • SMSF Investment Loans: Finance for purchasing investments specifically under your SMSF, which often operate under a limited recourse borrowing arrangements. We will assist you in ensuring that the loan complies with all Australian superannuation regulations.
  • Equity Release Loans: Leverage the equity in your existing property to fund new investments.
  • Line of Credit Loans: Gain ongoing access to funds with a flexible loan that’s ideal for managing multiple investments.
  • Construction Investment Loans: Finance your property development or construction project with a loan designed to support investment in new property builds.
  • Bridging Loans: Get immediate funds to bridge the gap between the purchase of a new property or investment and the sale of an existing one. If you need quick access to capital to seize an investment opportunity or you encounter timing discrepancies between buying and selling assets.
  • Refinancing: Refinance an existing loan to optimise interest rates and improve its structure for investment purposes.

Next steps

Our process starts with a discovery call and a scheduled meeting to understand your financial situation. Should you decide to move forward, we will work together to develop and implement a tailored tax strategy that aligns with your objectives.

Make an enquiry

The first step towards optimising your financial position is to make an enquiry with us.

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