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Next generation mortgage for a better retirement with the Equity Preservation Mortgage
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Next generation mortgage for a better retirement

Equity Preservation Mortgage ®

What is the maximum annuity income

an average retiree can receive?

On a 30 year interest-only mortgage

Your home value

$1.5 M

You could receive up to

$2,500

Every month over 10 years*

10 years 30 years
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Unique features of

Equity Preservation Mortgage ®

Receive tax-free monthly annuity income

No depletion of home equity

Interest paid on your behalf

Equity preserved for intergenerational wealth transfer

No sharing of property appreciation

Flexibility

Flexibility

Comfortably live in your own home or pay for aged care

Wealth

Wealth

Preserve your home equity for your family

Joy

Joy

Live your best retirement without financial stress

Inheritance

Inheritance

Leave a meaningful legacy for your loved ones

Calculate how much you could receive

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What an average retiree could receive

Maximum annuity income for an average retiree

This calculator shows an estimate of the maximum monthly income you could receive through an Equity Preservation Mortgage based on:

  • A 30-year interest-only mortgage
  • Your estimated property value
  • Your selected annuity term (10-30 years)

The actual amount you receive may vary based on your specific circumstances, property valuation, and loan approval.

Set your own home valuation

Minimum amount is $800,000

Let's begin

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