Andy and Sharon – Upgraders

case-study-Andy-and-Sharon

Andy and Sharon

Upgraders

Andy and Sharon are the parents of a family with 2 children who recently completed their secondary schooling and were looking at moving from their 1950’s suburban Melbourne family home into a new property that more adequately fulfilled their needs. They were interested in a modern home that provided more luxuries but did not contain assets that required significant maintenance such as a large garden and swimming pool. The fact that their earning power was as per normal but their daily outgoings had reduced due to their children leaving school meant that their debt funding capacity was increased

We combined an assessment of their financial health and capacity to fund their desired debt structure with an updated estimated value of their existing  property (to establish the funds they would most likely have available post the sale of their house) and then worked with our contacts in the real estate and new home building industry to identify suitable sites to demolish and a range of home designs available to give them a feel for the estimated costs to build.

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