Case Studies

Case Study – Sam

Sam was previously with one of the big 4 banks and looking to get a better deal on his current Investment loan. After sitting down with him we were able to get a better understanding of his personal and financial goals, and we were able to secure a lender who was able to offer owner occupier rates for his investment loan. By re-structuring his loans and knowing which lenders to approach will save him over $200,000 in interest over the life of the loan.

Case Study – O’Neil

The O’Neil family came in to see Right Financial to help them with purchasing a family home. They previously went to their current bank and were unhappy about the services provided to them. After speaking with the team at Right Financial, we were able to find them a product, which saved them over $70,000 over the life of their loan. They were so happy with how straight forward and easy the process was.

Case Study – R. Carey

Ryan being a first home buyer was very skeptical about sitting down with a mortgage broker as he thought the bank he had always banked with would give him a great deal for his first home. After speaking with Ryan and explaining our services and what we could offer him, he bought his first home and saved over $85,000 simply by using our services. Ryan was also pleased to hear we would be here for the life of the loan and always reviewing his loan to make sure he is still competitive in the market.

Case Study – J. Ciccarelli

John came in looking for options to purchase a commercial office to run his business out of. With no experience in commercial property, we were able to guide him through the whole process and recommend a lender that met his personal circumstances and in the process, it will save him an estimated $91,000 over the life of the loan.


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