Financial Mapping
The team at monline are here to navigate you through any stage of your financial journey by accelerating you towards your financial goals and providing key tools for the journey ahead.
We put you in the drivers seat with effective options that help you comfortably maneuver towards a brighter financial future.
Focus $500 (free with refinance)
- Clarity on cashflow
- Accelerate towards a brighter future (shorter mortgage term)
- Delivered by an experienced adviser
- Allow for flexibility for life’s uncertainties
- Clear actionable plan tailored to your unique budget
- Understand how to become debt free safely (use of flexible home loan products)
Leverage $850 (free with new purchase)
- Leverage your equity
- Detail investment property cashflow
- Forecast of future equity position (capital gain)
- Reveal cashflow in retirement
- Consider inflation on costs and average interest rates
- Consider future rent increases
- We put you in the drivers seat with effective options that help you comfortably manoeuvre towards a brighter financial future.
Protection $2,000 ($1,000 for monline clients)
- Compare various scenarios, weigh up different yield properties
- Weigh up debt reduction against investments
Optimise Legal, Tax ownership structures and position – link with your accountant and lawyer - Prepare for retirement – freehold properties, gear up facilities etc
- Future proof your lending and portfolio