Case study - refinancing and debt consolidation

Kevin and Jane have a mortgage for $455k at an interest rate of 4.94%.  They also have a personal loan for $29k and a car loan for $19k.  Their combined monthly commitment across their debts is $3,700. 

Thanks to a rising property market their home value has risen considerably since purchasing in 2011 and is now valued at $650,000.

Kevin and Jane approached me to discuss options.  They wanted to find a more competitive interest rate, and wanted to explore finance for some some minor home improvements.

After an initial discussion to learn more about their financial position and goals, we looked at some options to use the equity they had built since buying their home to consolidate their debts and release some cash for their planned home improvements.

By consolidating their loans under a new mortgage at 3.99% we were able to:

·        Payout both the personal loan and the car loan, meaning they have only one loan to repay which has helped with their household budgeting

·        Reduce their overall monthly loan commitments from $3,700 to $2,445

·        Obtain cash out of $20k for home improvements

In addition to having the cash for home improvements they have improved their monthly cash position by $1,255.   This is a whopping $15,060 per annum.

Contact us at Blackwattle Finance to for a home loan health check.  You might be able to save thousands.