When is a good time to look at your finances?
It is important that you talk to us before you make any changes in your lifestyle. We strongly advice that before you make the changes you have quick discussion with us in regards to your current situation and what you situation will be in the future. We have a lot of clients that come to us after the change – in some cases this might mean that the loan is not as straight forward anymore or it might mean we need to look at changing existing loan set up’s to be in-line with the new lifestyle.
We want you to talk to us about these changes when you already have a loan as we can make sure the existing structure is suitable to the new change.
We also want to talk to you when you are thinking about making a property purchase.
What type of changes are important to us?
- Change in lifestyle
- Getting jobs
- Changing jobs
- Family growing
- Family shrinking
- Having a baby
- Kids are moving out
- Changing areas
- New business
- Receiving an inheritance
- Sickness / Health issues
Where possible we should see you before the change!