Working with our valued clients across Sydney, from the Sutherland Shire to Western Sydney and the Central Coast, we’re passionate about helping everyday Australians achieve their lifestyle goals and become financially independent. Here are some of their success stories.
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“As hardworking small business owners, we spent a long time searching for the ideal property to run our business. After a search that took months, we finally found one we knew was a perfect fit, and we really didn’t want to pass up on it. Investing in this commercial property would allow us to run our business with greater efficiently.
We spoke to several lending professionals, but none we able to provide us with a clear plan, the right structure or a suitable solution. It was one roadblock after another, and before long, we soon became frustrated and disheartened with the process.
That’s when a friend and fellow business owner suggested we chat with the team at EmmettGray. We met with Peter, who took the time to listen to our goals, questions and concerns. We finally felt as though we were dealing with someone who genuinely understood and cared about our needs.
Peter collaborated with a strong team of professionals, including an accountant, financial planner and business banker, to deliver some realistic solutions for us.
The financial planner devised a plan that allowed us to access our superannuation, and this was swiftly set up by the accountant. This funded the main part of our deposit. We then worked with our existing business banker and accountant to use the equity in our home to fund the remainder of the purchase.
Peter’s solicitor helped us reduce the stamp duty and GST liability, and we finally able to secure the property that would help us run our dream business. Since the purchase, we have worked with EmmettGray to implement an effective risk protection and debt repayment strategy. Needless to say, thanks to Peter’s professionalism, comprehensive advice and smart solutions, we love our property and or business is thriving.”
“A year ago, my wife and I started having some serious discussions about purchasing a dream home which we would live in up until – and during – our retirement.
We’ve both worked really hard over the last three decades, and we didn’t want to sell our current home, as naturally, we were quite nervous about being left in property limbo.
We purchased our first property over twenty years ago, and to be honest, things have changed a lot in terms of investing in real estate. Our knowledge of how much we could borrow was pretty limited, and we weren’t really sure of exactly what we could afford, or even where to start.
We were fairly overwhelmed, until we met Peter. He talked us through the entire process and made what could have been a very complex, confusing situation very straightforward and educational.
Peter took the time to understand our goals and he provided us with his expert assistance, along with a pre-approval and comfort letter. He explained the costs, fees and conditions, and went above and beyond to help us research properties. As part of his service, he even assisted us at the auction!
We’re pleased to say we won our dream home, and because of Peter’s fantastic financial advice, we now have a plan in place to reduce our debt substantially by the time we retire. We feel very secure that we’re on the right track, and we have Peter to thank for helping us with a retirement plan we’re really confident with.”
“For the last five years, my husband and I have watched Sydney’s property market grow and grow to fairly alarming levels. We really wanted to create a solid foundation for our young family, but getting a foot in the door seemed almost impossible.
My husband and I saved hard to purchase a land and house package, and that allowed us to continue saving while the land division and registration process continued.
Buying the land early also allowed us to achieve a discounted price and enjoy some capital appreciation (price growth) before having to apply for the home loan.
A family friend recommended EmmettGray because they were so impressed with Peter’s professionalism and results-driven approach. After we met with Peter, he assisted us with an early loan application and pre-approval. This gave my husband and I a lot of comfort, knowing we’d be able to work together to fund our purchase.
Peter worked hard to negotiate with the lender, always kept us up to date, and was able to secure the property at market value instead of contract value. He also helped us avoid paying expensive Lenders Mortgage Insurance and he assisted us in reducing the costs and interest rate. It really was a win, win situation.
My husband and I were so impressed with Peter’s attentiveness and excellent service, and we are now well on our way to building a future for ourselves and our family. Thanks Peter!”
Our goal is to provide personalised, premium service to each of our clients. We’re here to set you up for success, so if you’d like to chat to one of our expert advisors about your goals and objectives, please contact us today.
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