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Helping your 55+ clients access their home equity has never been faster

Business

2Be’s innovative Equity Advantage home equity loan helps those 55 to 75 years old access funds today to maximise their lifestyle without the need for early liquidation of assets.

Promoted by 2Be 2 minute read

With recent falls in housing prices and ongoing share market volatility, many accountants and advisers are finding that clients are reluctant to downsize or liquidate their assets. The over 55’s are looking for other options to access cash in the short term while they wait out this volatility.

They may want to help kids with a home deposit, renovate their kitchen, purchase a new car or motorhome, go on that holiday of a lifetime, or free up cash for an unexpected medical expense – and for them, the time to do that is now.

That’s where 2Be Equity Advantage comes in. This innovative new home equity loan for over 55s, designed by two of Australia’s most experienced bankers, considers the borrower’s assets and credit history and not their income or job status - something this segment often struggle to demonstrate. 

With a 5-year fixed term, flexibility to make interest only or additional repayments, or leave all repayments to the end, and a choice of a fixed or variable interest rate, 2Be Equity Advantage is a great bridging alternative to selling down your assets.

And it’s super easy – the Equity Advantage online application takes less than 30 minutes with loans approved in as little as 48 hours.

“One of our biggest demands is parents using the equity in their homes to help their kids onto the property ladder”, CEO of 2Be Dr Jenny Fagg said.  2Be Equity Advantage is the perfect enabler to help children into the property market years ahead of when they might normally be able to save a deposit.  “The Bank of Mum and Dad is about building the whole family’s balance sheet”, Jenny added. 

To find out more about 2Be Equity Advantage including eligibility criteria or to try our free calculators to find out how much equity your clients could unlock, visit 2Be.com.au or phone 1300 222 223.

2Be offers a referral program for accountants and advisers. If you’re interested in referring potential clients to 2Be you can find out more at 2Be Professionals or email 2Be at This email address is being protected from spambots. You need JavaScript enabled to view it.

2Be Finance Pty Ltd Australian Credit Licence 533319. 

 

 

 

 

Helping Australians between the ages of 55 and 75 to use the equity in their home to help their children—and...

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