Case Studies

The proof is in the pudding. Our Case Studies share our success stories and learnings for clients we have helped in the past. Learn how we did it and the “Success Factors” that made it possible. If you see your own scenario in one of our case studies and think, “that’s just like me”, don’t hesitate to contact a member of our broking team and they’ll be happy to assist.

FINANCE CASE STUDIES

Medical Clinic Premises Acquisition

Our latest deal for a medical specialist client was to help him to acquire new commercial property premises for the expansion of his practice in Sydney CBD. Read more…
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Refinancing using prior year financials

Our client is a business owner who was able to their FY22 financials to pass servicing with a major bank. We helped the client refinance their $3.5M loan back…
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Refinance and cash out for Queensland inves…

The clients refinanced their existing investment property and got a cash out towards purchasing a second property which was a land and fixed priced contract package. Both loans qualified…
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Next Home Purchase For Start-Up Business Ow…

Getting the loan approved for the next home purchase, whilst still in the start-up phase in a new business, was never going to be an easy scenario. But this…
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Medical Specialist’s Loan at 90% LVR

This case study not only showcases our experience dealing with bank policy for medical professionals. It also shows our flexibility and dealing with the changing circumstances and thus the…
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Home Loan Approval For Mature Age Client

Our client is a 62 year old who dedicated his life to working in child protection services. The client was seeking to sell his investment property and purchase his…
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Construction Loan with Family Guarantee

A couple who wanted to start a new home with a house and land package were able to secure a construction loan with a family guarantee from the parents,…
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Luxury Apartment Loan

Every high net worth client’s needs are unique and their scenarios are most likely to be highly complex. In this case study, we showcase our capability in handling a…
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Commercial Property Loan, Melbourne City Fr…

In this commercial loan deal, we helped a business owner complete the purchase of a commercial investment property with vacant possession in Melbourne’s city fringe. From signing of the…
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Pharmacy Owner’s Construction Loan

Our client, a pharmacist and part-owner of a pharmacy and medical centre in regional NSW has taken out a construction loan with us for major renovations on his investment…
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Chattel Mortgage with Major Tier One Bank

If you have turned self-employed not too long ago and is looking for a finance solution for your next car purchase, it might be hard finding a lender who…
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Prime Alt Doc Loan via Family Trust

This case study is an example of securing an alt doc loan with Bluestone in under 10 days, for a client who is a business owner with a family…
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Financing an Excavator

A new landscaping business was needing a bigger excavator.
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Luxury Home Loans

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Self-Employed Purchaser of Investment Property

Our self-employed client is a small business owner. When he reached out to. us he needed to complete the purchase of a house in regional NSW on which they…
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Home Loan for an Expat Contractor

Our client is a professional accountant who is based in the UK. He receives income from his employer by way of issuing invoices under his own company. On this…
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Lawyer’s Off The Plan Property Purchase

The valuation of off the plan purchases can often be unpredictable depending on the valuer. This case study explains the strategies that can be adopted to tackle a home…
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Funding A New Asset Purchase

We helped our client, an established owner in the beauty and cosmetics business, to successfully acquire a new technology body sculpting machine to be able to expand her service…
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New Commercial Oven For Bakery Cafe

A bakery cafe pivoted quickly from dine-in trade to wholesaling bagels to major grocery stores. With the help of SF Capital, the business was able to acquire a new…
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Common Debt Reduction For Parents’ Loan

This case study is an example of applying common debt reduction policy to a home loan involving our clients’ income for their parents’ loan to successfully settle.
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Debt consolidation for home loans

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Owner Occupier Home Loan

This case study showcases the level of service we provide to clients. From our continuous communications with the client during the property search process, we found out that the…
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First Time Lucky for a Junior Lawyer

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First Class Accountant in their Forever Home

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Boutique Builder-Developer takes biggest step

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Online Clothing Retailer Buying First Home

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Family Home Upsize in the Leafy Hills District

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Financial Health Check for a Medical Profes…

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More than skin deep

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Car Finance for a Bookkeeper business owner

No deal is too hard for our brokers – we helped our client, a business owner, to arrange a car loan for a new Honda Civic, 4 days before…
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Commercial Property Purchase For a Multi-Si…

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Cash Out For a Cafe Purchase

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Build n Hold Strategy For North Shore Devel…

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Pandemic pandemonium

Read how we obtained vehicle finance for a fire and flood damage restoration business at the height of the Covid-19 hysteria, and amidst tightened credit policies on the side…
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Double the joy for upsizers who found forev…

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Off The Plan Purchase for an Aussie Expat i…

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Two is better than one for young upstart

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Good things come in threes

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Upsizers Settle Down in Glebe

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Back on track after a marital separation

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First home for associate dentist

Our client is a professional dentist whose income included PAYG service fee income as well as self-employed income from two clinics. After buying an off the plan apartment, the…
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Carwash business owners build first family…

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Dynamic duo excavator and trailer

This scenario showcases the ability to move fast, to help our client, a self-employed builder, acquire a bobcat excavator and trailer for substantial renovations on his new home.
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Deposit solutions for young couple

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First home buyers happily work from new home

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Bridging Loans Case Study

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Industry Professional Offer

As a professional chartered accountant, you can achieve a 90% LVR home loan without paying LMI via banks’ industry professional offer. To find out if you are eligible, speak…
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Bridge Loan for a $2M+ Property Purchase

This case study discusses securing bridging finance for a client who receives PAYG income from a related party owner, and despite this still had a substantial shortfall to achieve…
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Chiropractor Practice Purchase

Our client is a young chiropractor who was previously contracting on a full time basis to two franchisee clinics. She had her eyes on a clinic near her home…
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Testimonials

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