What We Do
Investment Property Portfolio Planning
Specialised Mortgage Broking
At SUM+, we're experts in mortgages and investment properties.
We help people find the right mortgage solutions based on their unique financial situations and property needs.
Our team has access to a variety of lenders, including private and non-traditional ones, to ensure that our clients have the best options available to them. Some examples of the people we help include:
self-employed individuals
property investors
non-residents
those with credit issues
high net worth borrowers
We also specialise in creating strategic plans for investment property portfolios, including identifying suitable properties, financing options, and long-term management.
Working with SUM+ means getting tailored mortgage solutions and personalised advice that go beyond traditional lending channels.
In summary, we help you:
- Start or grow a property portfolio that balances growth and security
- Worry less about the ups and downs of our current market
- Borrow more money and better leverage current assets
- Use data and methodologies to make informed decisions
- Build your wealth and live the life you’ve always wanted
6 Reasons Why Homeowners & Investors Choose SUM+ Instead Of Their Bank
The right loans and investment accumulation plan can help you save thousands in interest, fees, and tax, and free up your cash flow to invest or enjoy. But a step in the wrong direction can needlessly keep you in debt for years longer than necessary. Here are some of the things we do differently to help you get the very best from property:
Customised For Growth And Security
We help you hand-pick properties to balance your portfolio for both growth and income, providing you with more financial certainty now and in the future.
A Wide Range Of Loan Options, With Attractive Rates And Fees
We compare dozens of loans from our vast network of lenders and recommend the most ideal options for your situation.
Unbiased, Honest Advice
You won’t pay a cent for our loan service
because our fee comes from lenders who
pay a modest commission. And you can be sure our advice is always in your best interest, because that commission is the same no matter what lender we recommend.
Holistic Support To Help You Bring It All Together
Naturally, we can help with just a loan. But
if you’re like many of our clients you’ll appreciate our support in finding and managing the right property and structuring your finances for optimum results
Free Advice Specific To Your Situation
The first step in seeing how to find and fund the right property so you can build a balanced property portfolio that accelerates your wealth without risking your assets or compromising your lifestyle is with a Free Strategy Session where we give you our best advice – 100% free and without obligation.
Download Your Copy
Of The POD Methodology
The PDF is delivered
to your email address.
Download Your Copy
Of The POD Methodology
The PDF is delivered
to your email address.
