Time for a Rate Review?

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Some are simply wondering whether they’re still on a competitive rate; others are asking about accessing equity, refinancing, or planning ahead for a purchase. Rather than handle these conversations in isolation, I’ve brought in an additional resource to support clients more proactively. James, who many of you will meet over time, works alongside me and brings extensive day-to-day lending experience to the table, giving us greater capacity to review and respond as opportunities arise.

This isn’t about a full financial overhaul — it starts with a straightforward conversation or rate review. Often, that alone can surface options clients didn’t realise were available, whether that’s sharper pricing, improved structures, or funding flexibility for future plans. Because James and I work closely together, you’ve got the inside track — lending guidance that’s aligned with your broader accounting and tax position. If you’re even slightly curious about where your current loan stands, feel free to reach out for a chat.