Young Family with A New Financial Direction
It was a balmy summers evening when Jason and Gaby first contacted us. With a home loan interest rate of 4.26% and some other debt that had been structured poorly with high interest rates, their cashflow was taking a hit.
When speaking about their values, it was clear that family was important to them. They wanted to ensure they had the appropriate insurance in place to pay off all their debt if something were to happen to them and income protection in place to help with their everyday expenses in the event of illness or injury.
We were able to refinance, restructure and consolidate their current debt onto a reduced interest rate of 3.81%. This freed up additional cashflow for the young family reducing their stress levels and interest paid.
We have since applied for appropriate insurance for both Gaby and Jason of which are partly paid out of their superannuation and cashflow for Jason’s Income Protection where he will receive a tax deduction for this premium.
