Investment Loans

"Building a portfolio is about creating opportunities where others see obstacles."

- Jane Lu, Founder and CEO of Showpo

Investment Loans

Build property, share and investment portfolio with a tailored loan to suit your vision of the future.

Investing is a powerful way to grow wealth but having the right loan structure is key to maximising your returns. Whether you plan to invest in property, shares, or other securities, we’ll help you secure financing that aligns with your strategy.

Investment loans aren’t one-size-fits-all. With access to a large range of lenders, we can help you find the mix of interest rate and features to help you on your investment journey.

We Can Help You

  •  Unlock equity in your home to fund property or share investments
  • Explore margin loan options that may help grow your portfolio of shares and securities
  • Consider how loan structures might impact tax and cash flow, and helping you to recognise when to seek taxation advice
  • Understand the differences between fixed and variable rates for informed choice.+
Our personalised service and extensive market experience will simplify the process of finding an investment loan to suit your needs—whether you’re starting out or building a diversified portfolio.

Contact us to learn how we can help you secure an investment loan to provide the foundation for your long-term success.

Melanie & Jarrad constantly looking to grow and needing Home & Investment lending solutions outside the box.

Melanie & Jarrad have been beloved clients for over 10-years, they originally had a Home and an investment property. My initial role was to educate and implement a superior structure that was more effective on the tax & investment side. This then translated into them getting into a new Home and restricting the old one into an investment. We then looked at a pathway that allowed them to get into additional investment properties whilst relocating work & their life.

“Melanie and I have had the pleasure of working with Leath Margrie, and we cannot recommend him highly enough. From our first interaction, Leath’s approachable and personable nature immediately put us at ease during what could have been a daunting process.

Leath has a remarkable ability to simplify complex financial matters, guiding us through every step of our lending journey with clarity and professionalism. Whether it was exploring our options, handling the finer details of the application process, or providing reassurance when we had questions, Leath was always available, reliable, and genuinely invested in our best outcomes.

If you’re looking for a lending broker who combines deep knowledge, professionalism, and a warm, friendly approach, Leath Margrie is the person to call. We are so grateful for his guidance and support and would not hesitate to work with him again in the future.”

The Pathway

Step 1

Discovery meeting to "Welcome Chat"

This is a 15-min zoom call where I'll get the overview of your goals and dreams. will give me opportunity to see if & how I maybe able to help you. (at my cost)

Step 2

Research & Strategy

This is where I gather all required information, understand you from a lending point of view, research your potential options including lender policy review and liaising with key partners on any potential roadblocks.

Step 3

Loan Lodge & Approval

Once you're in a position to lodge an application, I'll prepare the top lenders for you / finalise and lodge your application and push it through to approval - then show you the money! (lender pays)

Ready to take the next step towards your future?

Great Extra Benefits

On top of a supportive holistic service, you’ll receive other great benefits by choosing The Lending Therapist.

Got a question?

Read the answers to frequently asked questions.