Greetings and welcome to our newest newsletter for our esteemed referral partners! In this edition, we highlight a client success story and provide insightful property tips tailored for your clients. Stay tuned for valuable information designed to assist you and your clients in making well-informed financial decisions!
Client case study of the month
Andrew came to us in a challenging situation after his bank declined his mortgage application 10 days before the settlement date for his off-the-plan property purchase. Despite the tight timeframe, we collaborated closely and secured the settlement with three days to spare, ensuring everything was completed well within the deadline. This achievement was particularly noteworthy because Andrew did not have a PAYG income; instead, his earnings were solely from investments, making the case more complex.
Join us for an exclusive MY Professional Power Hour!
Due to the success of our last MY Professional Power Hour and the enthusiastic feedback we received, we will be hosting another session next month! We have also created a Microsoft Teams Channel dedicated to the Power Hour in response to popular demand. This channel will allow us to continue our conversations, share resources, and keep in touch before and after the event.
Event Details:
Theme: Client Case Studies
Bring a client case study to showcase what you do for your clients. For example, if you are a tech expert who installs software, put it in a case study. We will go around the room and compare what we do, as we get to know each other better!
Date: Wednesday, 17th July
Time: 7:30 am (60 minutes long)
Location: My Finance Agent Sydney - U2 56 O'Riordan Street, Alexandria, NSW 2015
Market insights for your clients
Queensland's state government has introduced new stamp duty concessions for first-home buyers.
Queensland's state government has introduced new stamp duty concessions for first-home buyers, potentially saving them up to $17,350. The changes aim to support around 10,000 buyers annually by raising the duty-free threshold for property purchases.
Australia's housing market: Latest property trends. Will prices drop? And how to find the best suburb
The Australian housing market faces challenges such as affordability issues and fluctuating demand, with experts suggesting a careful and informed approach for potential investors to navigate these conditions effectively
Tasmanian FHB support passes the House of Assembly
Tasmania's House of Assembly has passed new support measures for first-home buyers, including increased grants and stamp duty concessions, to make homeownership more accessible.
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