Signs it might be time to refinance

Many homeowners stay on the same loan for years without checking whether it still suits them. It can be worth reviewing your home loan if you have not looked at your rate in a while, if a fixed-rate period is about to end, if your financial situation has changed, or if you simply want features your current loan does not offer. A quick review costs you nothing and can tell you whether refinancing makes sense for your circumstances.

What refinancing can help you do

Refinancing is not only about chasing a lower repayment, though that is a common goal. It can also let you access the equity you have built up, consolidate other debts into your home loan, switch between fixed and variable rates, or move to a loan with features like an offset account or redraw. The right move depends entirely on what you are trying to achieve, which is exactly what we will talk through together.

The refinancing process and what to watch for

Refinancing follows a similar path to a new loan: an assessment of your goals and borrowing position, a property valuation, and then application and settlement with your new lender. It is also worth being aware of potential costs, such as discharge fees, possible break fees on a fixed loan, and any new lender charges. We will factor all of this in so you can see the full picture and decide whether the switch is genuinely worthwhile.

Refinancing in the Hills District

We are local brokers who work with homeowners right across the Hills District and greater Sydney. If you would like an honest, no-pressure look at whether your current home loan is still the right fit, we are nearby and happy to help.

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Refinancing Home Loans for Owners Reviewing Their Mortgage

Looking to reduce your loan repayments?

Wanting a lower interest rate? Wanting to increase your loan and take cash out? Look no further!
At SB Finance we can assist with refinancing your Home loan and help you find a loan that suits your situation. Refinancing doesn’t have to be with your same lender. We have access to over 40 of Australia’s biggest lenders and can help you find the right loan for your needs and circumstances.

Based in Sydney's Hills District and helping clients right across Australia, we make refinancing your home loan simple.Reasons you may consider re-financing your Home Loan

  • Fixed rate period on your current loan is expiring and is changing back to a higher variable rate
  • Your property has increased in value and you would like to use the equity to cash out for renovations or use towards purchase of an investment property
  • You want to reduce your repayments by moving to a lower interest rate
  • You can afford to pay off the loan faster and want to re-finance to reduce the term
  • You want to consolidate other debts such as car-loans, credit cards or personal loans.
Speak to our team of experts to see if refinancing your home loan can be beneficial for you as re-financing a home loan can sometimes have costs associated. For more information, speak to one of our team and see if we can offer a free home-loan health check.

SB finance does not offer personal advice and aims to provide information which is factual and in-line with lenders requirements and a customer’s best interest. We encourage you to seek independent legal and financial advice before proceeding. our credit guide and Privacy disclosure is available on our website.

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Frequently Asked Questions

Yes. Refinancing replaces your existing loan with a new one, either with your current lender or a different one. The new lender assesses your income, expenses, credit file and the property’s value, then pays out the old loan. Discharge and establishment costs apply, so the change needs to be worth making.

Common reasons to refinance are to restructure repayments, consolidate other debts into one secured facility, release equity for renovations or an investment, add an offset or redraw facility, add or remove a borrower, or move from interest-only to principal-and-interest. We compare the total cost of changing against the cost of staying.

Often yes. Cash-out means borrowing more than the balance you are paying out and taking the difference as available funds. Lenders will ask what the money is for and may require evidence, and the amount is limited by your property’s value and your serviceability. Larger cash-out requests attract closer scrutiny.

We compare more than the lender. Options include the repayment type, fixed, variable or split, offset and redraw, the loan term, splitting the loan into separate accounts for budgeting or tax, debt consolidation, and whether a partial refinance or a simple restructure with your current lender achieves the same result more cheaply.

It is possible. Lenders weigh the size, age and status of any default or arrears alongside your conduct on the existing loan, and a clean recent repayment history carries real weight. We check your credit file first and approach only those lenders whose written policy accepts your circumstances.

If your new loan is above 80% of the property’s value, Lenders Mortgage Insurance will generally be payable again, and a premium already paid is usually not transferable between lenders. If your property has grown in value or the balance has reduced enough to sit at or under 80%, LMI can often be avoided altogether.

Book a free review. We collect your current loan details, recent statements, income evidence and an estimate of your property’s value, then compare what your existing lender can offer against our panel. If a change is worthwhile we prepare the application and coordinate the discharge with your current lender.

Where to go next

Refinancing is usually a question of structure rather than a single number: the loan type, the features attached to it, and whether the balance is split. Our home loans overview sets out the options, and if you also hold a rental property, refinancing an investment property covers what changes.

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