Investment Loans

Investment Property Loans

Whether you're buying your first investment property or adding to an existing portfolio, the right loan structure makes all the difference. We help you think beyond the rate and focus on how each loan fits into your broader financial strategy.

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How we help

Investment lending that sees the bigger picture

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Structure with the bigger picture in mind

Your investment loan shouldn't be looked at in isolation. We consider your existing debts, tax position, and future plans to recommend a structure that supports your overall strategy.

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Compare 40+ lenders

Different lenders have very different policies on investment lending — from rental income calculations to acceptable property types. We find the lender whose policies work in your favour.

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Coordinate with your advisers

We work alongside your accountant and financial adviser to make sure the loan structure aligns with your tax strategy and investment plan. No silos, no surprises.

Keep things moving

When you've found the right property, timing matters. We move quickly on applications, keep the lender accountable, and make sure nothing falls through the cracks.

Key considerations

Things to think about with investment loans

Interest-only vs principal and interest

Interest-only loans keep repayments lower and can be tax-effective for negatively geared properties. But they don't build equity, and you'll pay more interest over the life of the loan. Principal and interest repayments cost more each month but reduce your debt faster. The right choice depends on your cash flow, tax position, and investment timeline.

Loan structure matters

How your loans are structured can have a significant impact on your flexibility and tax position. Cross-collateralisation (where multiple properties secure a single loan) can simplify things but also creates risk. Standalone structures give you more control. We'll help you set things up so each property stands on its own where possible.

Borrowing capacity

Investment lending criteria are generally stricter than owner-occupied. Lenders apply different serviceability buffers, treat rental income differently, and may have lower LVR limits. Your capacity with one lender could be significantly different from another — which is exactly why comparing across a wide panel matters.

Rental income policies

Most lenders shade rental income to 80% when calculating your borrowing capacity, but some are more generous. If rental income is a significant part of your serviceability, the right lender choice can meaningfully increase what you can borrow. We know which lenders have the most favourable policies.

Our process

Four steps to clarity

Here's how working with us actually works — no surprises, no runaround.

01

Strategy Chat

We start by understanding your investment goals, existing portfolio, and how this purchase fits into your broader financial picture.

02

Structure & Research

We look at how to structure the loan alongside your existing debts, then compare options across 40+ lenders to find the best fit.

03

Application

We prepare and submit your application, coordinate with your accountant or financial adviser if needed, and manage the lender relationship.

04

Settlement & Review

We stay involved through settlement and review your portfolio regularly to make sure your loan structures are still working for you.

Common questions

Frequently asked questions

Can I use equity in my existing home to fund an investment property deposit?

Yes — this is one of the most common ways investors fund a deposit. If your home has increased in value or you've paid down a significant portion of your mortgage, you may be able to access that equity to cover the deposit and costs on an investment property. We'll help you work out how much usable equity you have.

Should I get an interest-only loan or principal and interest?

It depends on your strategy. Interest-only loans keep your repayments lower in the short term, which can improve cash flow — especially if the property is negatively geared. Principal and interest builds equity faster and costs less over the life of the loan. We'll help you weigh up the options based on your goals and tax position.

How do lenders assess rental income?

Most lenders will factor in 80% of the expected rental income when calculating your borrowing capacity. Some are more generous than others. The rental estimate is usually based on a valuer's assessment or comparable market rents. We know which lenders have the most favourable rental income policies.

Will an investment loan affect my ability to borrow for my own home?

Yes — lenders look at your total debt exposure. An investment loan increases your commitments, which can reduce your borrowing capacity for a future owner-occupied purchase. That's why structuring matters. Getting the order and structure right from the start can make a significant difference down the line.

Do I need a bigger deposit for an investment loan?

Generally, yes. Most lenders require a minimum 10% deposit for investment loans, and you'll typically need 20% to avoid Lenders Mortgage Insurance (LMI). Some lenders don't offer LMI for investment loans at all. We'll find the right option for your deposit level.

Ready to grow your portfolio?

Book a consultation — we'll look at your situation, talk through the structure, and find the right loan for your next investment.

Book a consultation