Investment Loans | Mortgage Broker Wolli Creek, Arncliffe and Banksia

Navigating the world of investment loans can be complex, but with my 18 years of experience in the finance industry – including a background as a financial adviser – I’m here to help make the process easier for you. As your Wolli Creek Mortgage Broker, I’ll guide you every step of the way to ensure you make informed decisions that align with your financial goals.

A Mortgage Broker who is passionate about investing

With years of experience in financial advice and now as a Mortgage Broker, I’m genuinely passionate about helping people invest wisely. A carefully considered investment plan, with the right investment loan to back it up, can build wealth for your future retirement. Let me create a tailored plan that minimises costs and maximises returns, so you can achieve your long-term financial goals.

How I can help you:

• Expert guidance and strategy: With my extensive background in finance, I offer a unique understanding of investment strategies and loan products to help you optimize your potential and budget. My goal is to find the right investment loan, structured in a way that best supports your financial objectives.

• Access to a wide range of investment products: I have access to over 35 leading lenders, including major banks and specialist lenders, which means I can source the ideal loan to match your investment objectives. No matter your needs, I have a diverse range of options to help you achieve the best possible outcome.

• Help to leverage equity: As your Wolli Creek Mortgage Broker, I can guide you in unlocking the equity in your existing property to finance your next investment. I’ll walk you through how much equity is available, what your lender can offer, and the best strategy to access that capital to grow your portfolio.

• Loan management: From my early days in the Navy and now to my career in finance, I've always been about structure and getting results. I'll handle the paperwork, liaise with lenders, and keep everything on course – so you get timely results that help you achieve your goal.

 

 

A strong investment starts here

A strong investment strategy starts with the right loan. Whether you're buying your first investment property or growing your portfolio, I’ll compare lenders, structure your loan tax-effectively, and help you make the most of your borrowing power

Book a chat with Stephen

 

FAQ: Can I use my SMSF to invest in property?

Yes! For some, one of the major advantages of an SMSF is the ability to invest in property. You can purchase both residential and commercial property through your SMSF, provided the investment meets certain legal requirements.

You can also use your SMSF to borrow money to fund property investments through a limited recourse borrowing arrangement (LRBA). I specialise in helping investors leverage their SMSF to invest in property.

Read about my SMSF lending service

 

Start your journey today

• I want to buy a home

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• I want to buy an investment

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• I'm considering refinancing

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Let's navigate your SMSF loan - together

Whether by phone, video, or in person across Wolli Creek, Arncliffe, Banksia, and wider Sydney, I’ll make sure you have the right guidance every step of the way. Get in touch with me to get started!

Call Stephen Southworth directly on 0450 532 823 or book an appointment. 

Call 0450 532 823  Book an appointment