Read our case studies below on our real life client scenarios to understand the different way we can assist our clients.

Martin & Jess

Home Loan Refinancing

Martin is a pipefitter and Jess is a nurse (both 37). After their existing lender increased their interest rate they were prompted to look for other lending options. They engaged FFG to refinance their $680,000 mortgage. Martin and Jess were thrilled with their new rate of 4.15% from 4.76%, saving them $345 a month or $4,148 per annum.

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Anna & Brandon

Home Loan Refinancing

Anna and Brandon own their family home in Wakerley and contacted FFG to try and find them a lower rate. Their mortgage was worth $560,000 and through refinancing their loan, Anna and Brandon secured a new rate of 4.15% from 4.90%. This is a monthly saving of $250 or $3,000 per annum!

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Liz & James

Home Loan Refinancing

Liz and James are both self employed in the plumbing industry and are in their mid-40s. They contacted FFG to review their owner occupied mortgage of $1,144,200. Refinancing their home allowed helped them achieve a better rate but they also had access to their home’s equity for another purchase. The switch to another lender saw their rate move from 5.31% to 4.37% and a saving of $896 a month or a staggering $10,755 per annum.

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Rita & Keith

Home Loan Refinancing

Rita is a manager and Keith is an administration officer, they are both in their late 30s. They refinanced their mortgage worth $328,000 seeking a lower rate. After reviewing their current loan, FFG secured a rate with a new lender of 4.08% from 4.56% which saved Rita and Keith $131 a month or $1,575 per annum.

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John & Louise

Mortgage Lending

John and Louise are in their mid 40’s. John is an IT Manager and Louise is a HR Manager.

John and Louise consulted Fornaro Group to review their lending structure and understand what is the most appropriate lending product in the market for their situation.

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Peter & Vanessa

Wealth Creation

Peter and Vanessa are both 36 years old and healthy. By trade, Peter is a full time architect earning $87,000pa whilst Vanessa is a full time.

They would like to have paid off their home in 10 years and develop a strategy to retire debt free by the age of 65.

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Jason & Chelsea

Investment Property Purchase

Our clients Jason and Chelsea are full time professionals with two adult children who no longer live at home, they are currently paying off their home and have recently purchased an investment property. A thorough review of the clients’ position identified the following key issues for them to consider:

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Tracey & Mark

Second Investment Property Purchase

Successful business owners Tracey and her husband Mark have an investment property in Hamilton and have been looking at purchasing a second investment property. Recently they found an ideal property and engaged with Fornaro Financial Group to review their options which will help them maximise their overall financial position.

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Tom

Receiving an Inheritance

Tom is due to receive an inheritance and contacted Fornaro Financial Group to conduct research into investment options that would enable him to protect, enjoy and potentially grow the asset, while also considering tax implications and complex estate law. FFG recommended reviewing the following:

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Rebecca

Starting a Small Business

Rebecca has been a full time IT professional for the past six years and has experienced a steady increase of clients and she would like to look at starting her own small business and possibly employing a staff member.

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