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Suite 3, 282-284 Bobbin Head Road
North Turramurra NSW 2074
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p: 02 9487 8200
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Mortgage Broking

Life Strategies established an association with One10 in 2007 to provide mortgage broking services to our clients. We feel that by being a part of the loan process, we will be in a position to provide assistance with your loan requirements initially and during your ongoing loan management.

In the past we found that many younger clients needed a financial planner to check in with, but the cost to them was prohibitive. The opportunity to assist them with their home and investment property mortgages, and in the process receive a share of the income they would otherwise provide to a bank or broker that provided little or no ongoing service or advice, was the trigger to provide mortgage broking via the relationship with One10.

The Lending with One10 brochure provides some background information on the services they offer Life Strategies clients and the lending process.

Buying your home and repaying your mortgage is a common financial goal for many of us. Our role is to help you structure your debt and remain focused on your goals in relation to debt reduction, tax management and building your investments.

Too often we find situations where people are repaying deductible debt whilst having non-deductible debt still in place or people are sold a mortgage but have no follow up service.

“Recently this service provided us the opportunity to save a young couple over $5,000 a year in tax savings by ensuring their mortgages were structured appropriately.”

From 1 July 2010 credit assistance (which includes suggesting)

that you apply for a particular credit contract with a particular lender, apply for an increase or even to recommend you remain in a credit contract or lease) requires your Adviser to be a Credit Representative of an Australian Credit Licence (ACL).

The credit assistance services are provided by One10, and Life Strategies’ role is limited to strategy related to the structure of your debt and being your advocate and sounding board. If you are interested in a loan proposal, please call us to discuss.