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PO Box R1726 Royal Exchange NSW 1225

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futurity is now 26 years old  (est. 12/1/99) & has been providing quality financial advice ever since. 

parent to child

Graduation

It’s that time of year, graduation time!

What a wonderful celebration of your child’s education and a rare opportunity to ‘pat yourself on the back’ for a job well done, getting there! In this day and age assisting a child to get through the HSC or Uni is no mean feat.

What comes next, a job, a house, responsibility? In some respects this email is probably too soon but then depending on the next step in your child’s life path it may well not be. Not necessarilly any less daunting that getting your child through their education is wondering how your child will possibly purchase a property when their time is right. Prices just appear to be increasing consistently and making it more difficult each year.

Thankfully, there has been a very innovative product released that just may address this very issue. It is called Parent to Child or P2C. It works quite differently to all the other loan products as it lets a parent assist their child to purchase a property AND it does this without the need for either the parent or the child to pay the LMI (Lender’s Mortgage Insurance) premium which can be quite costly, if needed. The detail associated with it is all set out on the attached pdf but in a nutshell:

  • it enables the child’s income be the determinant as to the loan servicing, lightening the load on the parent.
  • when you get to the normal hurdle of an LMI trigger, at above 80% LVR (loan to valuation ratio), instead of that, the parent can tip in that percentage, plus the Stamp Duty costs etc.
  • with this scenario what really happens is the child borrows 105% for the purchase i.e. the purchase price, plus costs (Stamp Duty etc.). The difference though is that the amount above 80% LVR, whilst borrowed, is actually lent by the parent either in the form of cash or equity over their home.
By doing this:
  •  LMI is avoided
  • equity is protected, as there is a loan associated with the parents input.
  • the parent can earn a market rate on their input whilst the child pays a market rate on the loan.

Testimonials

Rob, Tash, Ethan and Leo

Hi Richard! Thank you so much for all your help in getting us to today. We can't thank you enough! It has all gone so smoothly! Sorry for the frantic call on Tuesday, but it got sorted relatively easy.? We shall learn from the experience! ?thanks again and hope you have a lovely Easter!
Cheers, Rob, Tash, Ethan and Leo ? 7/4/22

Carolyn

Oh yay!!!! Thanks so much! I was starting to think I’d be making more calls tomorrow!!! Thanks so much for everything! You’ve been amazing! After doing the budget this morning this will make a huge difference to us and take so much pressure off! Thanks so much ? 8/8/21

Shepherd

I am very happy!! Thank-you so much for helping me get everything done ? 8/8/21

Steve

Thats a great reduction, thank you for keeping up to date. Excellent service!  Thank you, 15/7/21

Martin

??? 1/7/21

Conner & Nicole

Thank you for your patience, knowledge & help in getting us our first home.  22/3/21

Ken

I have been dealing with Richard Wellsmore for approximately five years, following a recommendation from a friend. During this period I have purchased four properties, most of which were not entirely straight forward and required some thinking out of the square.... (read more)

Cameron

I have known Richard for approximately 2 years and in that time he has been instrumental in assisting my small business with finance for two essential work vehicles... (read more)

Jay

"We were introduced to by my brother-in-law to Richard in March 2018 and discussed all our needs in relation to Mortgages... (read more)

Sid

I have known Richard Wellsmore for more than 10 years and he has been our mortgage and insurance broker for only part of that time. (read more)

Beckie

Wonderful! Thanks Richard! You've been amazing, looking forward to working with you in the future!

Clive

Over the past 10 years Richard has, in his capacity as a Financial Consultant, advised both my company and my family... (read more)

Mark

Richard is both a complete professional and a thorough gentleman. As a client you are immediately drawn to his sense of commitment to meeting your needs. He is extremely knowledgeable and delivers outcomes that are truly in the best interest of his client. (read more)

Ross 

Richard is most personable and has provided just the right mix of encouragement, motivation and advice.  His professional expertise and approachable manner have greatly assisted in helping us to meet our financial goals. (read more)

Steven 

I have been dealing with Richard Wellsmore at Futurity for over 10 years. During that time he has assisted me in purchasing 6 investment properties along with my own home. Dealing with Richard has made each purchase seamless and effortless. I have found the service from Richard to be outstanding. He has handled all possible dealing with the financial institutions on my behalf. (read more)

Todd

I have known Richard Wellsmore for over five years. He has organized our investment loans for our three investment properties and the re financing of our own home. (read more)