Client Solutions – Investment property

Client: John – Single

 

Requirements of the client:  John had recently inherited his Mother’s property and moved interstate. He is wanting to purchase an investment property for his retirement.

 

Why Multi Choice Home Loans: John googled ‘mortgage brokers in Hervey Bay’ finding Multi Choice. He decided to call into the office to see if he could qualify for a home loan.

 

Client’s details: John is a private carer for a family member. He has good savings, assets and no other debts.

 

Home loan option: John asked if he could stay with his current bank as all his savings were invested with them.

 

The outcome: Multi Choice were able to recommend a suitable investment home loan that met John’s needs with his current bank. John was able to purchase the investment property for his future retirement.

 

If you feel like you are in a similar situation seeking home loan advice, please do not hesitate to contact the team at Multi Choice 07 4194 2955 or 0438 724 113.

 

 

* The client’s name has been changed to a generic name, John & Jane, in every case study.

DISCLAIMER: this case study is intended to provide general information only. Parts of this have been changed to protect client confidentiality. Readers should rely on their own enquiries before making a decisions regarding their own situation. Please do not rely on any part of this case study as a substitute for specific legal or financial advice.


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