SERVICES

While we deliver the whole suite of loans and resources, we specialise in a few areas:

We work with soon-to-be First Home Buyers and help them on their journey to get into the market. We ensure they are across the whole loan process, leverage any government benefits associated with this position and then purchase the home, managing it end-to-end until they move in with the keys.

We also deal with Self Employed applicants because their tax returns may not truly reflect their cash flow position. Therefore, we use our resources and expertise to maximise their lending position, while still being able to keep this tax a minimum.

Working alongside the ClearStone Wealth Financial planning team, we assist clients who have an existing portfolio of debt covering both owner occupied (non-deductible) and investment (deductible) debt to minimise tax and turn some of their non-deductible debt into a tax-deductible outcome.  This is called debt recycling and can save you thousands.