Self-employed Case Studies

Find out how our home loan solutions can help your self-employed clients.



Couple smiling as they consolidate their ATO debt

Meet Alex and Maria - Near Prime Borrowers

Alex and Maria* are looking to consolidate their ATO debt to improve their cashflow. 
self-employed man with a yellow cap

Meet Geoff - Near Prime Borrower

Geoff* has an interesting case of triple hurdles: Bankruptcy, self-employed and unusual income.
Couple looking at laptop while planning to buy their first home

Meet Pranshu and Anika - Near Prime Clear Borrowers

Pranshu and Anika* have recently migrated to Australia and want to buy their first home.
Man refinances to help pay off ATO bill

Meet Andrew - Near Prime Borrower

Andrew* is a carpenter who was recently hit with a large ATO bill and now wants to refinance to help pay it off. 
Self-employed business owner wants to purchase own property

Meet Dave - Specialist Alt Doc Borrower

A young self-employed business owner, Dave*, is looking to get on the property ladder.
Smiling man in truck starts own business to buy property

Meet Steve - Specialist Alt Doc Borrower

Steve*, is a truck driver and setup his own business 12 months ago and is looking to get on the property ladder.
Female businessowner plans to reduce monthly repayments

Meet Mia - Specialist Alt Doc Borrower

Mia* is a small business owner looking to reduce her monthly repayments to increase cash flow.
Broker helps self-employed client

Meet Hamish - Prime Borrower 

Hamish*,  a self-employed builder by trade who decided to set up his own handyman business four years ago. 
Broker helps self-employed client buy a warehouse

Meet Sam - Near Prime Alt Doc Borrower 

Sam* owns a plumbing supply business and is looking to purchase a warehouse to store stock and run his
business from. 

* Fictional scenario. These case studies are based on real-life examples, are not testimonials and have been provided for educational purposes only. They are not intended to imply any recommendation about any financial product(s) or constitute tax advice. If you require financial or tax advice you should consult a licensed financial or tax adviser. Outcomes will vary depending on the applicant’s individual circumstances. Applications are subject to credit assessment, eligibility criteria and lending limits. Terms, conditions, fees and charges apply.

Invested in your success

Helping you help all kinds of clients. Talk to us today.