15/10/2026
Not every home loan review ends in a refinance. And that's okay!
We recently checked in with one of our self-employed clients, and after going through the numbers, we worked out that refinancing just wasn't the right move for them. Not yet, anyway.
So, what's the plan?
We'll see if their current lender can offer a better rate, keep an eye on how the business is tracking, and revisit their options next year.
Because sometimes it's not about making a big move right now. It's about knowing what to do next and when to do it.
And just because your loan has settled doesn't mean we stop looking after it. 😉
When was the last time someone checked in on your home loan?