Home & Investment Loan Advice

Here at Rodney Fox Private Wealth, we understand that banking is a big part of your business and investment needs. Retail banks do not always understand the lending flexibility people need, and are not allowed to give tax advice. The financial culture has long been about quantity of clients rather than quality which commonly results in failing to see the big picture when planning and providing loans, leading to an ineffective solution for the client. Whilst lending isn’t complicated, it is essential to keep it in harmony with all aspects of a persons financial life.

Some self managed superannuation fund trustees establish loans for their funds to purchase investment property.  The most popular property (in my client base at least) is the family business premises, commonly known as business real property.  For some clients these properties are transferred in without debt, whilst others need their fund to finance the transaction so existing debt can be extinguished at settlement, subsequently leaving their super fund with a loan.

For more information about the home loan and investment loan services we offer please contact us for a free consultation.