Client interview project

This document is Client Options Report. It is part of the supporting resources for Assessment Task 2 of FNSFMB503.

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Morgan Mortgages Client Options Report Summary of client’s situation. Mary and Richard Lee want to invest an inheritance in a property that they will build a house on. The following loan structures or options have been selected as most appropriate for the client. ANZ Residential Investment Land Loan With Breakfree discounts https://www.anz.com.au/personal/home-loans/extras/land-construction-loan/ Westpac, Rocket Repay Loan ‘interest only’ https://www.westpac.com.au/personal-banking/home-loans/comparison/?searchsource=search- results&kw=rocket%20investment%20loan&cat=tools-and-calculators&rank=5&result-type=natural St. George Standard Variable Rate (investors) https://www.stgeorge.com.au/personal/home-loans/home-loan-interest-rates