Mortgage Strategy 101 – Ep 6. Offset Optimisation

In our video series Mortgage Strategy 101 Ep. #6 David shares with you how you can get the best use out of your offset accounts – what we call ‘the banks greatest invention!’

This is because the offset account is the grease that spins the wheels of many of the other Mortgage Strategies. It’s use is critical for many areas within the following strategies:

1. Enhancing your Money Management system

2. Managing risk through your Mortgage Strategy

3. Your ability to hold existing properties into the future when you buy new properties

4. Optimising your investment deductions

And so much more!

To learn more – contact us directly for a complimentary mortgage strategy meeting!

Our strategic broking service has no fee and we do the leg work for you. We have complete access to 50 lenders PLUS you get strategic advice PLUS a great rate PLUS ongoing strategy and support. Why not have the best of both worlds!

Contact us today and speak with a Strategic Mortgage Broker to discuss how to you can optimise the use of offset accounts to manage risk, optimise tax deductions, the ability to hold property and your Money Management System.

By |2019-08-15T14:32:25+11:00July 16th, 2019|

About the Author:

David Johnston
David is the Founder and Managing Director of Property Planning Australia, author of ‘How to Succeed with Property to Create your Ideal Lifestyle’, co-author of ‘Property for Life – Using Property to Plan Your Financial Future’ and a widely-published media commentator. With more than 20 years of experience, David is passionate about educating others to make informed, and ultimately, more lucrative property investment decisions. David established Property Planning Australia in 2004 – with the vision to educate and empower Australians to make successful property, mortgage strategy and money management decisions.  Property Planning Australia’s operations have earned acclaim and national industry awards for its unique fusion of property planning, education, money management, mortgage strategy and risk management. All supported by multi award winning customer service.