A trusting client approached Provida Finance, looking to expand their SMSF investments by purchasing an investment property. They also looked to us to help them find other services to help them on their financial journey.

Goal:  

• Use SMSF to buy investment property 

• Need an accountant to manage finances long term 

• Need buyer’s agent to help find a favourable investment property 

Issues: 

     ✖  Need to obtain a loan 

     ✖  Must be of favourable rate 

     ✖  Need to organise finances to increase borrowing power 

Provida’s Solution: 

     ✓  Provida liaised with trusted banks to secure the most favourable loan and interest rate for our client 

     ✓  Our talented advisors and mortgage brokers worked cohesively to organise existing finances and increase the borrowing capacity of our client, allowing them to secure their ideal property. 

     ✓  We reached out to quality businesses endorsed by Provida and referred them to our client, to ensure we provide a holistic service and meet all our clients’ needs 

Provida aims to deliver holistic service that targets all your needs. For further information about our services tailored to your lifestyle, call us: 0298364140