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Mortgage Planning

Mortgage Planning

Schedule of fees as at July 1st, 2016 (subject to change):

Initial Loan Qualification

$330

A general question and answer session for mortgage planning in Sydney, which includes a loan appraisal with regards to the suitability of the applicants to meet lender qualifications, type and size of deposit, calculation of a maximum loan, assessing the funds position taking into account recommended maximum spend on a purchase, explanation of various loan terms and advice on which loans are not unsuitable. Includes assessment of both current and future needs and objectives.

Annual Review

$330

As part of mortgage planning Sydney, provision of an annual review as to the ongoing appropriateness of the loan, together with lifestyle/budget changes that have occurred since the commencement of the loan.

Loan Structuring

$330

Advice on structuring a loan to manage future requirements, provide interest risk minimization strategies, and non-standard arrangements in addition to mortgage planning in Sydney.

Budget Analysis

$330

Our Mortgage planning Sydney service includes advice which incorporates a thorough review of how budget management can assist to better handle finances, with the aim of reducing interest costs.

Financial and Lifestyle Goal Planning

$330

The purpose of this mortgage planning Sydney service is to balance personal lifestyle choices with planned financial goals.

Credit

$330

A thorough review of current and/or past credit issues, guidance in the use of credit, and advice to enable finances to be managed in the event of future credit issues.

Financial Strategies for Family Planning

$440 (incorporates an initial annual review)

A financial strategy, primarily for young couples, to provide a means of affording both the home loan and starting a family in the future.

Property Investment Structuring

$660

Advice for investors and/or potential investors on all facets of property investment is one of our services in mortgage planning Sydney.

Cash Flow Management

$660

The setting up of complex cash flow structures, primarily for investors and business owners.

Mortgage Planning Sydney

$1320

The structuring and implementation of mortgage loans, transaction accounts, ATM & EFT/POS cards, online access, determination of future financial goals, establishment of a cash flow management system together with a budget to suit and to thereafter manage and reduce debt obligations. A Mortgage Plan is a report compiled to help a client better understand their current financial position including all of their debt obligations. Includes eTracka One software and an initial annual review.

A Mortgage Plan is prepared only to consider the credit issues and cash flow management requirements of a client. It does not provide investment, insurance, superannuation or estate planning advice.

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Australian Mortgage Planners Pty. Ltd. (ABN 58 137 895 759) holds Australian Credit Licence 383 766

Latest News

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Contacts

Chelsea Centre, Suite 6, 1 Railway Street Baulkham Hills, 2153
+61 2 9688 7888
stephen@amplanners.com.au
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