Australian property finance for a relocating global executive

1. 01

   The Situation

   A senior executive relocating to Australia required property finance while retaining substantial assets, income and investment interests overseas.

2. 02

   The Challenge

   Although the client had a strong global financial position, a significant proportion of their wealth and income was held outside Australia. The application required consideration of foreign income, international assets, currency exposure and existing overseas financial commitments.

3. 03

   Beacon's Approach

   Beacon assessed the client's complete international financial position and identified lenders with policies suited to the circumstances. The financing strategy was developed around the client's overall assets, income and obligations, rather than relying solely on conventional Australian employment income assessments.

4. 04

   The Outcome

   A tailored financing strategy was developed that reflected the client's global financial position and the complexities associated with relocating to Australia.

Scenarios are anonymised and provided for illustrative purposes. Individual lending outcomes depend on circumstances and lender assessment.