Buying A Holiday Home
Holiday Homes have tax consequences.
If you don’t know what they are then you need to talk with us. We’ll explain what they are, how they relate to you and how to minimise the tax.
Then… we’ll help with the right loan.
We can write everything we know here or try convincing you of our expertise, but, the only thing of true value is knowing how it relates to you.
That part…we need to work out together…
The Value You Can Expect From Us
Our value proposition is simple, you will always get to speak with our Founder and Director Matt Tully to discuss your individual circumstances and needs. Together you can formulate a plan to achieve your objectives.
Why Is That Valuable…Consider This…
It took three years of fulltime study for Matt to get his business degree, a further two years to complete the CPA (Certified Practising Accountant) program, whilst working fulltime. He had to build experience before being able to get his Tax Agents License and worked for over a decade in Finance, Tax, Accounting and Financial Planning before choosing to become a Mortgage Broker.
It took 2 weeks to become a Mortgage Broker…and didn’t require a year 12 pass or any experience with lending, accounting, finance or tax.
The industry has changed a lot since then, but the reality is Mortgage Brokers are typically one dimensional, they help get you money. And…that’s their job.
When you work with Matt you benefit from a multi-faceted approach, yes he can get you the loan but will also identify potential opportunities for you and make you aware of options (or hazards) that many other brokers simply aren’t able to do.
You don’t pay anything extra for Matts knowledge and experience, he gets paid by lenders (the same as any other mortgage broker). What you get though can be a whole lot more valuable…