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Case Study: Steven

We're interviewing some of our amazing loans.com.au customers to get to know their home and car-buying stories.


Home loan customer

Meet Steven, an awesome customer of ours who came to us when he wanted to refinance his SMSF investment property.

Age: 40s

Stage of the journey: Homeowner and property investor

Steven Steven

We had a chat with Brisbane-based refrigeration mechanic Steven and asked him a few questions about his experience, challenges, and how he overcame them.


I wanted to refinance the apartment I owned through my investment property to get a better rate. The main challenge was probably finding all the required info, especially the financial advice document from when the SMSF investment was originally set up. It was also frustrating dealing with my bank during the change over. No surprises - they didn't make things easy, taking their time getting information and documents back!


  • Finding original SMSF documentation


  • Solved this by having good record keeping and setting time aside to go through all the documents and find what was needed. It was all there it just needed finding. Patience…

“Quite good and honestly better than I was expecting.”

How was your loans.com.au experience?

Quite good and honestly better than I was expecting. Communication was great and easy to get a hold of someone over the phone when needed. Customer service was great. They were easy to reach and ask questions and they were quite friendly.

loans.com.au customer?

If you’re a loans.com.au customer and would like to be featured, we’d love to hear from you! Send us an email at community@loans.com.au and we’ll get in touch.

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