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Refinancing & Debt Optimisation

For Anyone with existing loans seeking optimization

Refinancing replaces existing loans with new ones at better terms. Debt optimization restructures your overall debt portfolio for lower costs and better cash flow. Both can save thousands of dollars, but require careful analysis of costs, penalties, and terms.

Overview

Reduce interest costs and improve debt structure. Refinancing replaces existing loans with new ones at better terms. Debt optimization restructures your overall debt portfolio for lower costs and better cash flow.

Singapore Context

Singapore mortgage refinancing typically saves $10,000-30,000 over remaining loan tenure. Legal fees of $2,000-3,000 and potential clawback penalties must be factored. Credit card balance transfers can offer 0% for 6-12 months. Personal loan consolidation can reduce rates from 25%+ to 6-8%.

Understanding Refinancing

Both refinancing and debt optimization can save thousands of dollars, but require careful analysis of costs, penalties, and terms to ensure they make financial sense.

Problems & Approach

Common Problems

  • Paying higher interest than necessary
  • Lock-in period ending with better options available
  • Multiple debts with different rates and terms
  • No time to actively manage debt portfolio
  • Unsure if refinancing makes sense

Our Approach

  • Comprehensive debt portfolio review
  • Savings analysis after all costs and penalties
  • Multi-lender comparison for best terms
  • Implementation support and documentation
  • Ongoing monitoring for future opportunities

Key Considerations

Break-Even Analysis

Calculate how long to recover refinancing costs through savings. Should be under 12 months.

Total Savings

Consider total savings over loan life, not just monthly payment difference.

Lock-in Terms

New loan lock-in period restarts. Factor this into decision.

Pro Tips

Refinancing costs $2,000-3,000 in legal fees - ensure savings justify the cost

Check for clawback clauses - some banks require subsidy refund if refinancing within period

Best time to refinance is when lock-in ends, typically 2-3 years

Consider repricing with current bank before refinancing - sometimes they match competitor rates

Debt consolidation can simplify multiple loans into one manageable payment

Keep documentation organized for smooth refinancing process

Frequently Asked Questions

How do I know if refinancing is worth it?

Calculate total savings over loan life minus all costs. If positive and recovery is under 12 months, typically worth it.

Can I refinance if my property value dropped?

Possibly, but LTV limits may restrict borrowing. You may need to top up cash for shortfall.

How often can I refinance?

As often as lock-in periods allow, typically every 2-3 years. Too frequent refinancing incurs repeated costs.

How This Connects to Your Financial Plan