Request your finance strategy session – private banking clients

Home Request your finance strategy session – private banking clients
 

Here’s how private banking clients can access exciting, “unadvertised” lending conditions.

Most private banking clients have no idea their financial status can help them access ultra-competitive lending offers. Request a free Finance Strategy Session with a private banking lending specialist to learn more.

Request your Finance
Strategy Session

Are you paying too much for your finance? Or has your bank said “no” to borrowing more money?

Private banking clients are frequently trying to solve two key problems: working out how to borrow more money, and pay less interest and fees. However, more often than not, your lender’s restrictive conditions prevent you from achieving this goal.

To make matters worse, you’re often time-poor (juggling work and family) and have intricate income structures (including self-employment, directorships, and dividends).

This invisible ‘lending ceiling’ diminishes your wealth goals and prevents you from starting or expanding your business, growing a property portfolio, and accelerating your wealth for the retirement you’ve been dreaming of.

As a result, many private banking clients either waste valuable years waiting for your equity to grow (so you can eventually borrow more) or you sacrifice the things you really want (so you can pour extra money into savings).

None of these options are desirable. The question is: what can you do instead?

Many private banking clients choose to speak with Trilogy Funding’s expert team to access “invitation-only” lending conditions and grow their wealth.

In a free consultation with an experienced Trilogy Funding broker, you’ll uncover strategies and lending solutions specific to private banking clients that help you:

  • Restructure your loan(s) so you unlock additional lending capability (to start or expand your business, grow your investment portfolio, and improve your lifestyle)
  • Create a 3-5 year investment plan, and a pathway for success
  • Understand how some banks *really* assess the serviceability of private banking clients
  • Get access to a variety of lenders (to minimise cross collateralisation, and get lower rates and better conditions)
  • Access more strategies unique to your situation, including preferential rates and conditions

For more than twelve years we’ve helped thousands of property investors reach their wealth creation goals, settling BILLIONS of dollars’ worth of loans.

We look forward to helping you, too.

Request your Finance Strategy Session
   

Our Property Funding Advisors help you achieve your wealth & personal finance goals sooner.

To structure new and existing loans for long-term stability, flexibility, and investment success, Trilogy Funding has developed a 30-minute Finance Strategy Session which we can do with you over the phone in our office. You choose what works for you.

What we accomplish in this fast-paced, zero-nonsense session:

One of our experienced Property Funding Advisors will ask you a few key questions about your current situation to gain clarity on your short, medium and long-term goals.

Based on this information, we’ll let you know what we believe is achievable right now, taking into consideration your goals for the future. We’ll also provide you with immediately actionable tips and guide you step by step to help you maximise your current position to get you an outcome that works for you.

Request Your Finance Strategy Session
   

People are talking about Trilogy Funding.

Since 2009 we’ve helped more than 4,000+ homeowners, investors, and business owners. Here’s what some of them say about their experience with Trilogy Funding.

I have dealt with Trilogy Funding through a recommendation from a fellow investor over the past 7 years (2017) and would highly recommend their service to anyone currently looking to procure or refinance a property. On every occasion using Trilogy's services, they have been consistent with their procedural operations from start to finish which makes it obvious that they have a very refined and smooth system in place. My main correspondents and dealings were with Client Services Coordinator Jessica Graves, and her promptness and efficiency have really made the difference to make the whole process seamless and with very quick turnaround to get to final settlement in the soonest possible time.

Chris Eggleston

We have been using Trilogy Funding for many years now for home loans, investment loans, refinancing and even construction loans and we can honestly say the whole process from the very beginning has always been easy. We know we are in good hands with David and Jessica, they have always gone above and beyond to ensure the process is as quick and smooth as possible, and we would not go with anyone else. Therefore, we would recommend this team to anyone seeking an exceptional mortgage broker.

Sarah Bateman

Jessica and the team at trilogy funding were fantastic and a breeze to work with. They were super efficient, proactive and extremely professional. When other brokers had said no, the trilogy team found multiple ways with ease. We will definitely be using the Trilogy team again in the future as we look to expand our property portfolio. Thanks again all.

Jack Piris

Nicole Brophy from Trilogy Funding helped my wife and I make our dream come true, as a young couple and first home buyers the entire process was at first daunting but after our first meeting with Nicole we were confident that we could eventually buy our first home. The process for us took around a year from our first meeting with her she was able to tell us exactly what we needed to do financially to be able to buy our first home, and then when we were ready and had the recommended savings we went back to see her to take the next steps, and we are now finally in our own home. I would 110% recommend Nicole to anyone looking to get into the market, and I always tell my friends who mention trying to buy a house to go see Nicole.

Aemon Mesman
Request Your Free 30-Minute Finance Strategy Session

What happens next?

As soon as we understand a little information about your current situation and goals, we’ll be able to provide you with on-the-spot answers and the next steps you need to take to get your property finances sorted. The best part, after the 30-minute strategy session you’ll have a good idea of what’s possible, and what’s not and most importantly feel clear about the next step.

This session for private banking clients is 100% without obligation.

What’s the catch? There is no catch! We’re in the business of helping people just like you get your property finances sorted using smart financing strategies. If you love our approach and the solutions we provide, then let’s work together. You don’t pay a thing for our services, and we get to help you achieve your goals. Win, win!

 

Schedule your FREE 30-minute finance strategy session today!

Discover how to secure more attractive interest rates and conditions, and access more capital, so you can start or grow your business and investments, accelerate your wealth, and improve your current and future lifestyle.

Request Your Finance Strategy Session

Request your finance strategy session – private banking clients

Here’s how private banking clients can access exciting, “unadvertised” lending conditions.

Most private banking clients have no idea their financial status can help them access ultra-competitive lending offers. Request a free Finance Strategy Session with a private banking lending specialist to learn more.

Request your Finance
Strategy Session