Live comfortably
Retire confidently
with a reverse mortgage loan
Reverse mortgage advice for Greater Melbourne – including Bellarine and Mornington Peninsulas
From Sunbury to Sorrento, from Warburton to Werribee
Melbourne based, offering a face-to-face service where requested
T 1300 663 534 – MOB 0417 595 003
Any discussion will be about your needs, both current and future.
Meet your advisor – Paul Dwyer – a Melbourne local, and an expert in retirement funding.
Paul Dwyer is your local advisor in all aspects of equity release, specialising in reverse mortgage loans in Melbourne.
EXPERIENCED
He has over 20 years’ experience assisting older Melbournians to enjoy a better retirement – using the increased value in their home (or investment property). In that time, he has helped many hundreds of Melbournians.
BROADER, HOLISTIC CARE
Paul covers all aspects of a reverse mortgage home loan, but will also provide a broader and holistic experience, including conversations about your future needs, age pension considerations, in-home care, residential care, Wills, Enduring Power of Attorney and any other specific circumstances.
ASSISTANCE WITH NEEDS AND ASPIRATIONS
Paul will assist you in achieving your needs and aspirations.
He will meet with you ‘face to face’ where possible. Otherwise, he will arrange a ‘digital meeting’ via Zoom.
No other credit advisor has a better knowledge of reverse mortgages, age pension, aged care and other later life needs.
Expert Personal Advice.
HELP to choose the RIGHT Lender
Paul Listens to your needs and finds you the most suitable solution!
Releasing the equity in your home can
fund your best retirement lifestyle.
Plan for and fund your short-term and later-life needs.
Retain ownership of your home.
Manage the effect on your pension.
No regular repayments needed. You can repay at any time without penalty
Expert practical reverse mortgage advice – lowest cost, most flexible solutions
Need more information?
Download our
free GUIDE
and then you can discuss your specific needs
with your advisor.
With most age pension recipients there is no effect on your entitlements, but Paul will discuss if there is any potential impact.
Borrowers will need to obtain independent legal advice. Paul will advise how a meeting with your solicitor can be advantageous for ensuring that your estate planning requirements and other representations can be set in place.
Knowing you have the capacity to pay for any aged care plays an important part in later life. You will feel confident with the information provided that your immediate and potential later life needs can be achieved.
Speak with the specialist in reverse mortgage advice – It is not just about the loan. It’s ensuring your individual needs are met in the best way possible for confidence and comfort in your retirement.
Read the feedback from some of our clients:
Mum needed some help as she had run out of funds. Thanks to Paul, she will now receive an age pension of $17,000 a year, up from zero, and have enough monies to carry on her lifestyle. I am relieved that she now has a clear plan going forward.
LB Yarraville
Hi again Paul,
all good, the $10,000 is in my bank and this is a relief for us.
I can now get on with my life, thanks to you my friend. Much appreciated and I will recommend you to friends.
DL Torquay
Dear Paul,
Your expertise is much appreciated!
And, most of all your patience during these trying times in answering questions during my case from beginning to end, with calm efficiency.
Thanks for everything.
Diane, Kew
“Thank you Paul for reviewing our age pension payments – our information at Centrelink was wrong and we now have $3500 more per year”
A and G – Hartwell
“we chose to work with you Paul, due to your extreme knowledge of later life needs”
M and S – Carnegie
Our close friend of 30 years needed some help with her finances. We were referred to Paul by two very well-known finance specialists. He spent 3 hours discussing and advising on our friend’s current and future scenarios, and set a reverse mortgage plan in place. In addition, he recommended our friend used the solicitor meeting to do her Will and Enduring Powers of Attorney and apply for a Home Care Package. Thanks to Paul, our friend is now prepared for the future and it was so easy.
B and M
Find out what is possible for YOU
DOWNLOAD OUR PRACTICAL GUIDE TO REVERSE MORTGAGES IN AUSTRALIA
Understand Reverse Mortgage Solutions
Choose the best structure and Lender
The process: Application to Settlement
More than two decades’ experience consulting with senior Australians and Self-Funded Retirees regarding specialist credit products designed to support retirees.
The Difference? – You are talking to an Expert (who cares)– Not a Call Centre!
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