Many of our clients are either looking to purchase their first investment property or need to review their current portfolio. At FINANCIA, we pride ourselves on our established industry connections, particularly our relationships with the big banks, and our people-focused approach. So depending on the goal, we’ll help determine the most suitable structure and package with convenience.
Did you know that using equity in an existing property can allow the purchase of another investment property – sometimes with no cash outlay! Which is why getting the right advice is crucial when it comes to achieving your investment goals.
Our state-of-the-art technology quickly and effectively determines your maximum borrowing power and eligibility; maximising your flow of funds is another area where advice can be provided.
We are able to leverage our longstanding relationships with accountants, tax advisers and quantity surveyors, to ensure that you get the right advice and tax deductibility for your Investments.
Leon’s business with the Bank has shown tremendous growth, especially over the last couple of years. He was South Australia’s number 1 broker over the 2016/17 Financial Year and currently holds a Platinum Diamond Status broker – our highest grade.
Relationship Manager, Commonwealth Bank of Australia