by prkpat | Dec 17, 2024
We think offsets are great. The accounting team love them because they are often very tax effective. An offset is usually a very low cost or sometimes free, solution offered by many lenders. We will usually recommend an offset. Book a 15 minute call
by prkpat | Dec 17, 2024
It’s our specialty. We were originally an accounting business for family businesses. In that business, we found a need to support our clients with their loans. The great majority of our mortgage broking clients are involved in family businesses. Book a 15 minute...
by prkpat | Dec 17, 2024
If you are about to start a business, the right time is likely before you do that. If you are in business, it is a good idea to look at your options on at least an annual basis. If you have had a good year, that is a good time. We review this for Equals Three clients...
by prkpat | Dec 17, 2024
Investing is one pathway to financial freedom. If you have the capacity to invest, you should probably do so. Our accounting and loans teams can assist you in understanding your capacity to acquire an investment property and the tax benefits available. Book a 15...
by prkpat | Dec 17, 2024
Helping kids get into a property is a common question. It is one that requires good planning. Some ways to help are: Family Gifts Co-ownership Family Loans (sometimes) Loan products, like family pledges. Book a 15 minute...
