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Mortgage Switch

Are you paying more than you need to?

If you took your mortgage a few years ago, a better rate may be waiting. We compare the whole market and handle the switch end to end — at no cost for our advice.

The Basics

What a mortgage switch actually means

A mortgage switch simply means moving your existing mortgage to a better deal — a lower rate, better terms, or releasing some of the equity you've built up. You can do this with your current bank or switch to a new one entirely.

We handle the comparison and the paperwork, so you get a clear picture of what's available before anything changes.

Reasons To Switch

Is it time for a change?

Lower your rate

A better rate can cut your monthly payment meaningfully.

Reduce your term

Pay off sooner without a huge jump in payments.

Release equity

Access the value built up in your property.

Better terms

Move off a rate or structure that no longer suits you.

Consolidate

Simplify your finances into one clear monthly payment.

How It Works

Switching, made simple

1

Review your current mortgage

We look at your current rate, term and lender to see exactly where you stand today.

2

We compare the market

We approach the banks whose products could beat your current deal and bring back the strongest options.

3

We handle the switch

From paperwork to settlement with your old bank, we manage the whole process so you don't have to.

4

You start saving

Move onto your new mortgage and enjoy the lower payments or better terms — with us on hand throughout.

Is switching worth it?

Switching makes sense in some situations and not others. A quick review of your current mortgage is usually enough to tell you which side you're on.

Switching may be worth it if…

  • You're a few years into your mortgage
  • Your fixed-rate period is ending soon
  • Interest rates have moved since you last checked
  • Your income, property value or circumstances have changed

It may not be worth it if…

  • You're very early into a long fixed period with high exit penalties
  • You're planning to sell or move soon
  • The rate difference is too small to outweigh the switching costs

Worth knowing: switching isn't right for everyone. If the numbers don't work in your favour, we'll tell you straight rather than push a switch that doesn't help you.

Frequently asked questions

No — our advice is free. We're paid by the bank once your new mortgage completes, so there's no cost to you for comparing your options with us.

Yes. You can switch with your existing bank or move to a new one — we compare both and recommend whichever works out better for you.

It depends on your current rate, your loan balance and how the market has moved since you took your mortgage. We'll give you a clear comparison once we've reviewed your current terms.

Some mortgages include an early settlement fee, which varies by bank and by how far into your term you are. We factor this into our comparison so you can see the real cost and benefit side by side.

Often once you're a few years into your mortgage, when a fixed-rate period is ending, or when market rates have moved since you last checked. If you're unsure, it costs nothing to ask us to take a look.

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Find out if you could save

Talk to us today and we'll start comparing the market on your behalf — no obligation, no fees for our advice.