Discuss releasing equity in your home through a reverse mortgage. Funds may provide a regular non-taxable income, a lump sum drawn when needed, assistance with an existing home loan, credit cards, a car, a holiday, renovations, residential accommodation costs or unexpected expenses. A No-Negative Equity Guarantee applies by law, you remain the owner of the home, regular repayments are not required, and a MoneySmart Calculator is provided to indicate the effects of the loan over five, 10 and 15 years. Property must be maintained, rates or strata paid, and insurance kept current.

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Reverse Mortgage and Home Equity Release

Equity release may provide a regular non-taxable income, a lump sum drawn when needed, funds to address an existing home loan, cost of living expenses, credit cards, a car, holidays, renovations, residential accommodation deposits or unexpected costs. A No-Negative Equity Guarantee applies by law, you remain the owner of the home, regular repayments are not required, and a MoneySmart Calculator is provided to indicate the loan effects over 5, 10 and 15 years. Property must be maintained, rates or strata paid, and the property kept insured.

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Next Stages of Life Planning

A one-off, obligation-free two-hour conversation bringing together aspects of your financial life plan, including estate planning, super fund investments, the Aged Pension, life insurance, end-of-life planning, Advanced Care Directives and aged care. Referrals to relevant specialists may be provided where needed.

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Services

2 services · 2 categorys

Next Stages of Life Planning

2 hr

Reverse Mortgage and Home Equity Release

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Last updated: 30th November 2023

Financial service
Business and professional services