PWM: Home

At PWM Advice our focus is customer service by continuously taking ownership, following up and providing customers with frequent status updates. Combining our Financial Planning experience, it has allowed us to share this knowledge with our clients and utilise this skill set to provide them with the most professional assistance they need in a most trying time, and that’s something we our passionate about.

Purchasing your first home

Buying a home may seem like a daunting task, however making sure you’re prepared will make it a smoother experience.

 

First home buyers (NSW)

Being a first home buyer may make you eligible to one of NSW Government’s home buyers grants or concessions. We are able to assess whether you are eligible for the grant or concessions at the same time as assisting you with your home loan.

 

Refinancing

If you have equity built up in your home, need to consolidate various debts to save money, move to a loan with a more competitive rate, or simply your needs have changed, then refinancing may be an option for you.

 

Self Employed

Being self-employed can mean fluctuations in income. This adds another layer to the home application process.

 

Purchasing an Investment Property

When setting out to invest in property, understanding the responsibilities of property investment is important. You should consider whether the benefits of property investment align to your financial objectives and personal situation.

Is your family & business protected from the unexpected?
Book a no obligation appointment with the PWM team today
see how we can protect what matters.