If you: want to sell your current residence and purchase another home that sees you downsizing or upgrading;

Finance Planet will:

• Review your current financial position and loan structure
• Inform you whether you are in a position to purchase your new home before selling your current residence
• Consolidate any debts that you may have such as car loans and credit cards. This will reduce your monthly expenditure.
• Obtain pre-approval so you know what you can afford on your next purchase.
• Offer a complimentary meeting with a Real Estate specialist that can assist you with the sale of your existing property and help find your new property.
• Offer a complimentary meeting with a Property Investment strategist and to provide an introduction to property investment and opportunities.
• Offer a complimentary meeting with a CPA Qualified Accountant to provide a detailed analysis of how property investing will reduce your tax and create wealth.
• Recommend and compare the mortgage options available to you. Once selected will obtain pre-approval with the lender selected.
• Manage the loan process from start to end and keep you updated all the way.
• Be in regular contact to recommend strategies to save your money and create wealth.