Life can throw various financial challenges our way, and the combination of multiple credit cards, car loans, and a Murwillumbah home loan can create a tight budget. In such situations, debt consolidation becomes a strategic solution. But how does it operate? Let’s delve into an example (names changed for confidentiality).

Meet Jack and Jill, Murwillumbah locals content with their home and holding steady jobs. With their children now independent, their attention turns to retirement. Luckily, a friend suggested our services, though a simple online search for “Mortgage Broker Murwillumbah” would have led them to us.

 

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Serving Tweed Heads & Norther Rivers

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16+ Years Of Experience

High cost debts

When they approached Davies Home Loans, they were juggling a $2,560 monthly home loan, an additional loan tied to their home from a prior debt consolidation at $660 monthly, a car loan with $654 in monthly payments, a personal loan demanding $630 monthly, and three credit cards collectively requiring $460 monthly. This stacked up to seven debts, totalling $4,964 in monthly payments. To complicate matters, some credit cards consistently reached their limits, resulting in monthly exceedances compounded by added interest. This posed a challenge, as debt consolidation loan statements typically require a clean payment history over the past 3-6 months.

Their primary hurdle arose from the Big 4 banks’ reluctance to consolidate more than four debts. Attempting to merge only four debts proved impractical, as the remaining debt payments made them ineligible for borrowing from these banks. Additionally, the recurring over-limit occurrences on the credit cards introduced further complexities.

Our Mortgage Specialist in Murwillumbah provided Jack and Jill with strategic advice on enhancing their financial standing to make them more attractive to lenders. They heeded the advice and implemented the necessary changes effectively. After six months of concerted efforts, we successfully presented their refined financial profile to a lender, allowing the consolidation of five debts and unlocking enough equity to settle the remaining obligations independently. Despite the need to include Lenders Mortgage Insurance (LMI) amounting to $6,657 into the loan, the substantial equity in their home made this feasible. The revised home loan, inclusive of the capitalized LMI, now requires monthly repayments of $2,521. This translates to a noteworthy saving of $2,443 each month. Within just three months, they recouped the refinancing cost, including LMI, and every subsequent month contributes to significant savings, paving the way for the realization of their future plans.

In broader terms, their annual savings on loan repayments now total $29,316, significantly enhancing their financial outlook. Davies Home Loans in Murwillumbah is delighted to have played a role in this transformative journey and looks forward to assisting others facing similar financial challenges.

BUYING YOUR FIRST HOME?

What to know when buying first home

When first getting into the property market it’s important to know what you’re getting yourself into. A mortgage is a long term debt which if not properly accounted for can cause potential financial strain. To make sure you get the most out of your loan it’s important to follow these steps:

Assess the current rates & market prices

The first step is to look into how much you might need to borrow in the area you’re looking to buy. It’s also wise to look at the current property market as interest rates can rise and fall over time which could impact your ability to afford repayments.

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Check your borrowing power

While you might have a deposit saved, you need to check how much you are eligible to borrow based on your income, expenses, and credit history. This is important to ensure you are able to afford the cost of the loan and can make your repayments.

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Apply for your First home buyers grant

The first home owners grant could play a crucial role in determining how much you have to spend when looking for your first home. Having that extra money in your pocket can help when applying for your loan.

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Decide whether you want a fixed rate or variable interest rate loan

When deciding between a fixed interest rate and a variable rate there are definitely some benefits to each. It’s important to know the differences and decide on a rate that will work for you.

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At Davies Home Loans we understand the needs of first home buyers and can answer any of those questions that arise when first getting into the property market. Our specialist mortgage brokers are experienced in helping young professionals get into their first home and will guide you through the whole loans process. 

Get in touch or give us a call to learn how we can make your property dreams come true!