They say the practice of checking your smoke alarms when adjusting your clocks for daylight savings is important to help avoid disaster – most become complacent.

As we enter a new financial year and focus on completing our Personal and Business Tax Returns, it presents an excellent opportunity to reassess your existing loan arrangements, interest rates, financial products, structures, and overall lender situation.

Since you’re already gathering information for your accountant and in the mindset of financial organisation, incorporating a quick and easy loan health assessment into your routine can prove highly beneficial. Additionally, for self-employed individuals, this is a moment when updated completed returns may open doors to new lending options and opportunities.

We continue to encounter clients who have overlooked the potential enhancements that can be achieved from reviewing their lending arrangements. Simply taking a moment to discuss your current situation can yield significant improvements.

Our Finance Broking Services

At Lambourne Partners, our dedicated Finance Broking Team offers assistance in various lending areas, including:

• Home loans
• Commercial loans
• Asset finance loans
• Vehicle loans
• SMSF loans.

Our services include helping clients improve:

• Rates and repayments: Reduction in what you are paying with your current lender
• Security structures: Unencumbering your main residence
• Further lending/investment: assessing options to assist in creating further wealth
• Refinancing: Getting a lender that suits your needs into the future
• Pre-lending assessments and pre-approvals for purchasing.

Get In Touch

While you’re in the process of handling your tax matters, consider consulting your accountant or business advisor regarding a lending health check. Alternatively, feel free to reach out to us directly below for an obligation-free discussion about how we can assist you.