CAPSTONE STRUCTURE
Strategic Mortgage Solutions
Leveraging Equity for an Investment Purchase

Get the help in Joining each moving part, and structure to use your property as security for a second purchase
Property 1
Investment Purchase

Use equity as a Deposit
- $ (Equity Release)
Property Equity

Next Purchase
- $ Loan Split
Structure - >
Structure loans for cash flow, tax efficacy, flexibility, and future growth
- $ (Equity Release)

Equity
Property Value
LVR
Next purchase

Strategic Mortgage Solutions
CAPSTONE STRUCTURE
.Property Planning
Take a look:
A solid property plan helps you grow with purpose, manage debt smartly, and keep flexibility for whatever comes next. Discuss key considerations and lending and borrowing power.
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Upgrade & Downsize Strategies – structuring loans so you can move without starting over.
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Investment vs Owner-Occupied Debt – separating deductible from non-deductible borrowing (direct advice from your accountant)
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Future Borrowing Power – Planning ahead so your next property remains within reach.
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Offset & Split Setup – ensuring your accounts and loans support your goals, not limit them.
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Exit Strategy – knowing when and how to consolidate or reduce exposure.
Find out more and book a chat today!