Certificate of financial advise

Neetish requested 3 quotes from Financial Services Professionals in Melbourne

  My wife and I are purchasing an investment property through a discretionary family trust for which we both are the only trustees. The borrowing is at 70% LVR and we are both based in Melbourne.

For the loan with the Bank, we are the borrowers 'in our own right and as trustees of the family trust'. We will also be guarantors on the loan, and the bank needs a 'Certificate of Independent Financial Advise to Guarantors" for both of us.

Is this something you can help with ? What is the process and costs involved?

Thanks and Regards

Quote Details

  • Suburb Melbourne, VIC 3000
  • Specialisation Financial Planning & Strategies
  • Date Listed 4 Dec 2018 - 2:43 pm

Similar Quote Requests

Financial advice and support
I�d like financial and investment advice. My wife and I are 45 years...

Looking for a quote on life insurance
looking for a quote on life insurance and what other options are available

Need life insurance quote
life insurance 500k male 25/04/1977 teacher non smoker

PROVIDER LOOKING FOR SOMEONE TO DO SUPERANNUATION
PROVIDER LOOKING FOR SOMEONE TO DO HE'S SUPERANNUATION