Lending Strategy Guide – Private Banking Clients

Home Lending Strategy Guide – Private Banking Clients
 

This Guide Is For Private Banking Clients Who Want To Know How To:

  • Access Exciting, Unadvertised Rates And Lending Conditions
  • Pay No Or Discounted Fees
  • Borrow More Money For Business Or Wealth Creation
Download Now The guide will be delivered to your email address.
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Most private banking clients have no idea they can access exciting “unadvertised” lending offers

Do you have these questions about property finance?

  • As a private banking client, can I access interest rates that are lower than the “general public”?
  • Do some lenders prefer private banking clients? And if so, are they willing to lend private banking clients more money at more competitive rates?
  • What’s the best way to borrow money to invest in current or future businesses, or access more money for personal purposes, without overpaying for finance?
  • How can I refinance or borrow more money without having to spend hours researching for the most suitable options?

If you have some or all of these questions, our Lending Strategy Guide For Private Banking Clients will provide value to you.

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This guide is instantly downloadable, and is easy to read
Download Now The guide will be delivered to your email address.

Here’s how to access exciting lending conditions reserved exclusively for private banking clients just like you

This free guide pinpoints lending missteps that could be needlessly costing you thousands and putting a handbrake on your wealth. And it provides practical strategies private banking clients can use to borrow more money at more exciting rates (and help you access “unadvertised” lending conditions offered to private banking clients).

Inside you’ll discover:

  • How to save thousands on your loans when you’re a private banking client with no time to compare and swap lenders
  • Smart ways to access more money (and get it with more favourable conditions) to grow your residential and commercial investments, and improve your lifestyle
  • Why lender loyalty is dancing with danger (and how to structure your finances so you don’t lose flexibility and control)
  • How to unlock a higher loan value ratio and reduce lender’s mortgage insurance
  • How to optimise your finances to build wealth (especially when you have intricate income structures that may include overtime, allowances, self-employment, companies, and director and investment dividends)
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Gather valuable information to help you secure more competitive finance
Download Now The guide will be delivered to your email address.

Written By Property
Finance Expert & Trilogy
Managing Director, David Thomas

About The Author

Over the past 12 years, David Thomas has grown Trilogy Funding into one of Australia’s Top 10 Independent Mortgage Brokerages, settling almost 2 Billion Dollars worth of residential home and investment loans over the last decade.

Since 2010, David has personally been ranked in the top 100 Mortgage Brokers Australia Wide according to MPA Magazine.

With a passion for property investment and helping his clients structure their finances to achieve their goals, David’s willingness to share his personal and professional expertise with his clients is unsurpassed.

He understands that structuring finances correctly from the outset will ultimately save time and money.

It’s for these reasons that David gives his time to speak at various property investor information nights and actively distributes his knowledge through various publications.

People Are Talking About Trilogy Funding

Since 2009 we’ve helped more than 3000+ 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
 
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Download Your Copy Of Our Lending Strategy Guide For Private Banking Clients

Download Now The guide will be delivered to your email address.

Lending Strategy Guide – Private Banking Clients

This Guide Is For Private Banking Clients Who Want To Know How To:

  • Access Exciting, Unadvertised Rates And Lending Conditions
  • Pay No Or Discounted Fees
  • Borrow More Money For Business Or Wealth Creation

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