Frequently Asked Questions

Getting a loan

In most instances, Lifestyle Brokers can source mortgages for both expatriates and non-residents. There may well be some caveats placed upon the expatriate borrower which are not applied for a local national.

Typically, the banks we deal with will lend up to a maximum of 70% of the purchase price or valuation, whichever is the lowest. This applies to most jurisdictions. The agreed loan is fully dependent on your personal resources, either income or existing assets or both.

If the property is an investment property, the income from the proposed investment may be taken into consideration.

To get a personal quote and a Lifestyle mortgage report showing exactly how much you can save, contact Lifestyle Brokers now.

This depends on which country you are looking to invest in – for example, in the UK, in most cases, the minimum loan size is £100,000.

To get a personal quote and a Lifestyle mortgage report showing exactly how much you can save, contact Lifestyle Brokers now.

It is possible to arrange mortgages for properties solely to be used as holiday homes. Some countries have ownership criteria relating to this form of investment. For more information, simply contact us for a free consultation.
Most mortgages can be switched – whether you’re on or offshore. It is possible to release equity or simply change to a new provider. The costs of switching need to be carefully considered in order to ensure that the switch makes financial sense.

Types of mortgages

An interest-only mortgage is a loan secured against a property where the repayments merely service the debt. Each monthly repayment covers the interest against the principle only. At the end of the term, the full amount of the original loan is due for repayment. For a more complete illustration of the difference between an interest-only and a fully-amortising mortgage, go to our ‘Mortgage Calculator’.

The remortgage process is similar to that of the original mortgage process. Formal applications will need to be provided to a bank or financial institution. They in turn will verify the applicant’s financial information. The property will need to be valued and solicitors instructed for both the applicant and the financial institution.
To get a personal quote and a Lifestyle mortgage report showing exactly how much you can save, contact Lifestyle Brokers now.

  • Improve cash-flow: An interest-only mortgage has lower monthly payments as no pay down on principle is made during the mortgage term.
  • Reduce the deposit needed: The property can remain cash generative with a lower capital investment. The deposit required depends on the market interest rates.
  • Pure investment properties: Where the intention is to hold & sell within a certain timeframe, it can be advantageous not to be paying back the principle on the loan.

To get a personal quote and a Lifestyle mortgage report showing exactly how much you can save, contact Lifestyle Brokers now.

Mortgage features

Lump-sum payments or early repayment of the mortgage can be made but usually are subject to penalties for up to the first 3 years of the mortgage. These vary according to the provider.

Usually, the process can take 6-12 weeks. We would recommend that if the purchased property is “off-plan” that the mortgage process begins within 4 months of completion;

Please note, these are guideline timescales only but ensuring you have all the necessary paperwork to accompany the mortgage application can help speed things up.

To get a personal quote and a Lifestyle mortgage report showing exactly how much you can save, contact Lifestyle Brokers now.

Generally speaking, it is wise to match the currency of your loan with the currency of your assets – in this case, the property you are buying. However, some people choose to match the currency of the loan to the currency of their salary or more liquid assets such as savings. The choice depends largely upon personal circumstances, future plans and currency exchange rates.

To get a personal quote and a Lifestyle mortgage report showing exactly how much you can save, contact Lifestyle Brokers now.

Yes – you can arrange a mortgage for off-plan property. The bank will make the offer subject to the valuation of the property, so it should be undertaken 4 months before its completion to allow sufficient time for the process to be complete in time for the legal completion of the property.

Life Insurance/Estate Planning

Some mortgage providers will make life insurance a condition of the loan. It is not mandatory in all circumstances, but we would advise clients to consider mortgage protection for their loan to safeguard their family in the event of their death.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

You should write or update your current will to include all countries you hold assets. Our team at Certainty Estate Planning can assist with this if required.

Lifestyle Brokers Limited
15/F, Skyway Centre
23 Queen’s Road West
Sheung Wan, Hong Kong

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