Borrowing Money Smartly

 

As a compliment to the financial planning advice services offered to our clients, Trinity Private Wealth is also a fully accredited mortgage broker.

​

For many, their mortgage is their single biggest financial obligation and expense. Having a smart plan in place for this commitment is of utmost importance.

 

The advantage of working with Trinity Private Wealth to secure and review your home or investment financing is that we will ensure that it works towards meeting your long term financial and lifestyle objectives.

​

Every aspect of your financial consideration is holistically considered so that you are provided with the right advice and products for your specific requirements and circumstances.

 

Our goal is to ensure our clients are accessing and reviewing the right funding for their personal circumstances and more importantly have the right strategy in place to pay it off when it is most appropriate for them.

 

Our debt advice would include:

 

• Home loans 

• Investment loans for investment property or other investment purchases

• Investment loans for Self Managed Superannuation Fund (SMSF) borrowing 

• Debt consolidation and refinancing to secure interest rate savings

• Car and other equipment financing

​