SERVICE OVERVIEW

golden-nest-egg1-300x179At Bee Finance Savvy we stay up to date with dozens of lender policies. This is so that we can match you with a lender whom will suit your requirements. It saves you hours of hunting around!

Many lenders are tightening down on their policies surrounding self managed super fund lending. It is important to ask the right questions upfront before processing your application.

For example, some lenders will only consider your loan if your self managed super fund has been set up for more than a year. Others do not have this policy.

Lenders also have varying polices for self managed super fund loans where you wish to buy off the plan. It is important to tackle this upfront, if you are wishing to buy off the plan. 

We will always discuss your options upfront before putting through any applications.

To find out more, or to make an enquiry, contact Sutherland Shire based finance and mortgage brokers, Bee Finance Savvy on 1300 140 554, or email us at enquiries@beefinancesavvy.com.au

We assist customers Australia wide.

See what other happy customers have said about us here – Womo reviews

WHY CHOOSE US


We understand that some lenders will only view your self managed super fund income. Others will want to assess the entire details of all your finances..

We will liaise with yourself, and also your financial planner, accountant and solicitor, to make for a more streamlined application process.

We will assess your income upfront, as well as your requirements, before processing an application.

home buying

POPULAR QUESTIONS

  • I want to buy a self managed super fund property but I don’t know where to start.

    At Bee Finance Savvy, we can help assess your superannuation balance and income to determine your likely eligibility for a self managed super fund property loan. We guide you as to your likely borrowing capacity, before you necessarily spend thousands of dollars setting up the required trusts, and other necessary paperwork.

     

    By all means, if you have already done so, we are happy to help and will asses your requirements upfront to best match you with a lender whom will suit your needs. Just like regular home loans, each lender have different policies surrounding income and property types.

     

    Contact us for an upfront assessment of your needs.

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