Newsletter

2022 November 24th – Your Finance News

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In this newsletter we share a wonderful story and images of the Tour de Cure Victorian Discovery Tour which was recently completed raising important funds for cancer research.

For years now banks have been offering new clients better rates than existing clients. The good news is that we are having great success negotiating discounts for both existing mortgage customers and for new clients.
We invite you to reach out for a chat to see if we can negotiate you a better deal.

A reminder to company directors to take the required steps to register their identification.

As always, if you have any other questions regarding your current loans or future finance needs, please email advice@equityvision.com.au or click the button below to book an appointment.
Book an Appointment
EquityVision is proud to have been part of the 2022 Tour de Cure Victorian Discovery tour which team member Brett Mansfield completed on Saturday as one of the team, helping raise an incredible $715,000 for cancer research.

Each of the three days provided its own highlights. Dawn on day 1 a bus transported riders from Albert Park to Traralgon where the energy of the ride departure was electric. The 123klm to Inverloch took riders through beautiful countryside and included an uplifting stop at Mirboo North Primary school to share with the students the tour journey and the importance of being happy, healthy and fit.

An inspiring evening event was hosted at RACV club in Inverloch. Researchers from the Olivia Newton-John cancer research institute discussed the work that the fundraising would be used towards and a $10,000 donation was made to a local health clinic to assist with the purchase of equipment to assist local cancer patients.

Day 2 the weather gods smiled down, delivering sunny and calm conditions for the leg to Phillip Island. The coastal ride was so enjoyable and the tour went all the way to the Nobbies before culminating in Cowes for a dinner and the presentation of another $10,000 donation to the local community.

It was an early start to day 3, rising at 5am for an early departure from Phillip Island, making the short ferry ride to Stony Point and then riding up the coast to Elwood before diverting across Melbourne to finish at La Trobe university in Bundoora.

Thank you to everyone who donated, a few images of the tour can be seen here – https://flic.kr/y/3L7uLYF.

EquityVision makes a charitable donation for every new client referral received. Appointments can be made by phoning the office on 03 8372 0775, email advice@equityvision.com.au or using the button below.
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Why do new customers get a better deal than existing customers?

If your mortgage has been with your current bank for some time, it is possible you are not receiving the best deal available.

A number of banks are notorious for using deeper pricing discounts as a way to attract new customers, at the expense of their long term loyal customers.

There are many reasons the banks can get away with this. Customer apathy is a big one, for many people it may seem like too much effort, or too daunting, to negotiate a better rate or to refinance.
This is changing as interest rate increases start to bite into household budgets.

The great news for existing EquityVision customers is that we conduct an annual review of your loan/s on your behalf.

If you are not a current EquityVision customer, we can still assist with a review of your loan/s to determine if you are paying a fair rate. This process doesn’t take long, this is a free service that will provide you with valuable information to make an informed decision.

For new and existing customers, to arrange a review, please email advice@equityvision.com.au or click the button below to book an appointment.
Book an appointment
Attention Company Directors – Time is running out to apply for your Director ID

A director ID is a unique identifier that a director will apply for once and keep forever – which will help prevent the use of false or fraudulent director identities.

All directors of a company, registered Australian body, registered foreign company or Aboriginal and Torres Strait Islander corporation will need a director ID.

For directors of companies regulated by ASIC and registered under the Corporations Act 2001:

  • Intending new directors must apply before being appointed.
  • Directors appointed on or before 31 October 2021 have until 30 November 2022 to apply.
  • New directors appointed for the first time between 1 November 2021 and 4 April 2022 had 28 days from their appointment to apply.
Visit the ABRS website for more information on who needs to apply, when and how. There is a simple instructional video to guide you through the process.

To discuss your Business, Commercial or Asset Finance options, please contact the EquityVision office on 03 372 0775, email advice@equityvision.com.au or book an appointment using the button below.
Book an appointment
We have recently updated our business Facebook, Instagram and Linkedin pages.
Our business is built on referrals from our clients, for users of these platforms, we would love for you to click the links below to follow our pages, stay in touch, and to refer your friends and family.

Kind regards,
The team at EquityVision 
Your Mortgage and Finance Brokers
Suite 6 / 296 Bay Road Cheltenham VIC 3192
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Michele Mansfield (CR No.399836) and Alisha Perry (CR no.502031) and Damien Hauser (CR no.516645) are credit representatives of Buyers Choice Licencing Pty Ltd (Australian Credit License No. 509484).
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