Mortgage Refinance
ONE ON ONE PERSONAL COACHING SESSION
This 1-hour-long ‘Mortgage Refinance Coaching’ will provide you with the opportunity to create a clean exit from your current mortgage set up and an opportunity to reset the terms according to your current financial goals.
Cost: A fully refundable $500 fee applies.
BOOK TODAY
COACHING OVERVIEW
What is the Mortgage Refinance Coaching Session?
• An opportunity to create a clean exit from your current mortgage set up and an opportunity to reset the terms according to your current financial goals.
• A clear, personalised mortgage recommendation to help you either repay your mortgage faster, or improve your cashflow.
• A chance to align your biggest expense to your life, and not the other way around
• Curated confidence that you’ve received the best mortgage deal possible for your situation.
WHO IS THIS COACHING FOR?
Homeowners looking to take advantage of a complete reset of their mortgage terms and bank.
KEY TAKEAWAYS
Qualified financial advice, independent of your bank.
Quantifiable interest rate comparisons.
Choice from more than one option.
We’ll turn your mortgage into a tool, and not burden, a target to smash, and not a problem for later.
MEET YOUR PERSONAL COACH
Darcy Ungaro
Financial Advisor – Ungaro & Co. Everyday Investor Podcast Host
Meet Darcy Ungaro, a qualified financial adviser who firmly believes that wealth creation begins in the mind before it materialises in your investment account. The world’s changing and ‘just enough’, may not cut it for where we’re tracking. Darcy spends time thinking about the future, then helps people to prepare the best they can to not only prosper, but safeguard that which they already have.
Darcy believes that traditional wealth-building methods are valuable, but also advocates new ways of thinking to be prepared for the seismic shifts in technology, demographics, and bigger governments. Are you ready for what’s coming?
COACHING OUTLINE
1- Future-Proofing.
- Choice between mainstream lenders.
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2- Adviser Insight.
- Qualified financial advice around what’s likely your biggest expense.
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3– Cost & Time Efficiency.
- A clear recommendation around either a passive, or active mortgage structure.
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4– Action steps
- Actionable targets around mortgage elimination.