Your home is your greatest and most tax efficient asset. Many advisers don’t even talk about it, they simply write down the value and the debt in the questionnaire and it never gets mentioned again until it comes time to sell. We have a different view. We discuss this asset in detail and provide you with a plan on how to best utilise it, manage it, improve its value and exit strategies.
We also look at how to pay it down sooner and how to best leverage the home to build wealth (if your risk tolerance allows for this). Most people under utilise this asset and it becomes a lazy investment that grows with the market and you further increase your equity by paying down the debt. It can do a hell of a lot more than this and we can tailor a strategy to meet your needs and situation.
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