When someone asks what we do at Trilogy, it’s tempting to just say we help them on their journey to independent wealth and ultimately, financial freedom. But it is a lot more than that! It is the way we do it that makes us different – we first help clients decide where they want to go and how to get there and then we partner with them on the journey – every step of the way. We leverage our knowledge, experience, perspectives and buying power for their benefit.
Cross – securitised loans
Creating clean uncrossed loan structures for hassle-free investing is a specialty of ours. To find out why you should always avoid crossing your loan securities, download our free special report on how to structure multiple loans for maximum flexibility and control.
Each lender has a different policy when it comes to lending.
We are able to suggest and implement a range of options to help you get back what’s yours: your equity!
Opening new lending avenues
Talk to one of our investment property finance specialists and we’ll explore all available products and strategies to re-open lending channels. Where there’s a will, we’ll help find a way.
More competitive loan rates
Interest rates, features, fees and conditions can make a huge difference to your success and you shouldn’t have to settle for uncompetitive rates.
If you have a larger portfolio, we’re able to source even more competitive rates.
Independent loan advice
Conflicting loan advice can tie you up in knots and prevent you from moving forward. Curtis Lunney is our lending policy expert: he reads bank policy like my wife reads Mills & Boon. We’re so confident in our advice that we’ll put it in writing for your accountant to crosscheck.
Working with Trust structures
We are highly familiar with lending to Hybrid, Family and Property Investment Trusts and we work with these structures on a daily basis.
We understand and know the difference between an Appointer and a Beneficiary better than many lending staff in institutions.
Loan structuring for optimal results
Poor loan structuring costs you money. We have the real-world experience to get it right from the outset. For more information, download our free report, ‘How To Structure Your Loans To Avoid Cross Collateralisation.’
Free 30-Minute Finance Strategy Session
Discover how to structure new and existing loans for long-term stability, flexibility and investment success