Over the term of a mortgage, an incorrect structure or the wrong product could cost you thousands of dollars. That's why regular review of your loans, savings plans and payment structure in line with your financial goals is so important.

The team at Staircase Financial Management specialise in helping clients to reach their financial goals faster.

We can help you:

  • identify clear financial goals for your future
  • restructure your debt to improve cash flow
  • source new funding against your assets and income
  • incorporate other high interest loans (i.e. hire purchases) into a mortgage loan
  • review your existing mortgage(s) to ensure you have the most effective product, rates and structure
  • reduce your mortgage faster, save on interest payments and make better use of your funds

Our team of accredited mortgage managers will identify the best mortgage solution to meet your personal finance needs and will structure your loan to provide a tax effective method of increasing your equity and long-term investment portfolio.

Contact a member of the Staircase Financial Management team to see how we can help you reach your financial goals faster.

For information about your rights and our obligations to you under the Financial Advisers Act please visit the disclosure section of our website or contact us.

Our services

  • Work with our accounting team and trusted real estate professionals - create a tailormade property investment strategy, and to identify suitable properties to meet that strategy.
  • Work with our financial advisors, source new funding or refinance existing funding.
  • Build your long-term property portfolio, provide you with property management services.

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