Is refinancing worth it?

General information only — not a recommendation or credit advice.

Compare one or more existing loans against indicative new loan options, across one or more properties. Every figure is editable. Comparisons are indicative only — your broker will verify any actual proposal. No specific lender or product is shown.

Switching could save about

$155 less / moLikely worth a closer look

Across all 1 loan on 1 property, switching to each loan's best new loan option would lower repayments by approx. $155 each month. The upfront switching costs (~$700) pay for themselves in approx. 5 months of saving.

1 loan save and 0 cost more on a monthly basis — the headline above is the net position. Every figure here is editable; this is indicative only, pre-tax, and not a recommendation.

Set up the comparison

Using example numbers — replace them with your own figures
How many?
years

Loans

Loan 1$500,000 · 6.5%

The borrower's current loan split and up to three new loan options to compare against it.

Current loan
$
%
years
$

New loan options (1 of 3)

New loan option 1
%
years
$

Properties & transaction fees

Property 1$700 fees

One-off switching/transaction fees, counted once per property regardless of how many loans sit on it.

The numbers behind it

Total current repayments$3,376/mo
Total repayments on the best options$3,222/mo
Monthly repayments fall by$155 less
Total upfront switching costs$700
Interest saved over 5 yrs$12,422 saved
Switching costs paid back in5 months
New here? What this is telling you

In plain English: This compares the total interest paid if the loans stay as they are (navy) against the total interest paid if each loan switched to its best new option (bronze), added up across every loan over the 5-year comparison period.

How to read it

  • Current loansinterest paid if nothing changes.
  • Best new optionsinterest paid after switching each loan to its best option.

Why it's here: A wider gap between the two lines over time means switching keeps more interest in the client's pocket. Lines close together mean the switch makes little difference on interest.

Interest paid over time — staying put vs switching

Over 5 years, switching to the best options would pay approx. $12,422 LESS in interest across all loans.

Loan-by-loan detail

Loan 1
Current
Monthly
$3,376
Monthly saving
Interest (5yr)
$155,373
Interest saving
New loan option 1★ best
Monthly
$3,222
Monthly saving
$155 less
Interest (5yr)
$142,951
Interest saving
$12,422 less

Property-by-property break-even

Property 1
Loans
1
Monthly saving
$155 less
Switching fees
$700
Pays back in
5 months

How this is modelled

  • Each loan is simulated month-by-month over the comparison period. P&I repayments use standard amortisation; interest-only repayments cover interest only until the IO period ends, then switch to P&I on the remaining balance and term.
  • An offset balance reduces the interest charged each month (interest accrues on the balance minus the offset) but does not change the contractual repayment.
  • A revert rate, if set, applies the current rate until the revert point, then the revert rate for the rest of the comparison; the repayment is recomputed at that point.
  • New loan options are compared on the same current balance. The "best" option per loan is the one with the greatest interest saving over the comparison period. Switching fees are counted once per property; break-even = switching fees ÷ monthly saving.

Estimate only — general information, not financial, credit, or tax advice. Based on assumptions that may not reflect your actual outcomes; seek advice from a licensed professional.

General information only, NOT a recommendation or credit advice. Comparisons are indicative and pre-tax; your broker will verify any actual proposal. No specific lender or product is shown. Switching costs vary by lender and state. This tool does not calculate any tax (including capital gains tax).