PROPERTY OWNERS

Whether you fall into one of our example categories of clients or not, if you are a current or prospective property owner, it means that you also have your own unique characteristics and challenges:

• You may have owner occupied and/or investment property loans with a bank, or are looking at purchasing new property.
•  You may not have reviewed your loan structures for a while and feel unsure whether you have the best solutions in place for your circumstances and needs
• You may not be utilising all available tax deductions to reduce your taxable income
• You may not have explored all tax efficient entities or structures through which to run your personal financial affairs.

We can provide solutions:

• Looking after all your finance needs – we make sure you have the most appropriate solution at a very competitive rate. Through our finance arm, Arbitrage Private Clients, you can rest assured that we are across available solutions in the market.
• Protection of your property assets – quality general insurance solutions
• Personal Insurance Solutions (Income Protection, Life Cover, Total and Permanent Disability Cover, Trauma Cover)
• Correct structuring of lifestyle and investment assets
• Using flexible, tax effective and tailored wealth creation vehicles (e.g. SMSF, Trusts)
• Coordination between your professional advisers  (banking and finance advisers, wealth advisers and accountants)