Refinance Guide For Lawyers

Lawyers who have been in a role for several years may find that their borrowing position has improved significantly — higher income, more equity and a stronger application profile. A refinance review is worth considering.

Quick Answer

Lawyers should review their home loan when income has increased, equity has grown, a fixed rate is expiring or after a major career change such as becoming a partner.

When Refinancing Makes Sense For Lawyers

Partnership promotion — income has increased substantially

Fixed rate expiry — review before the revert rate applies

Equity has grown — access equity for investment or renovation

Current lender does not count bonus or partnership income fully

Rate has not been reviewed in more than 12 months

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Frequently Asked Questions

Can I refinance if my income is variable?

Yes. Consistent bonus or partnership income can be assessed in a refinance application, subject to documentation and lender policy.

Typically 2–6 weeks depending on lender, valuation and documentation.

The Lawyer Refinance Opportunity

Lawyers who have become partners, received sustained bonus growth or have built significant equity may be well-positioned to refinance. A new lender may assess income more favourably and offer better rates or structure.

What Lenders May Look At

Current rate and available alternatives

Bonus income — whether current lender uses it fully

Partnership income — whether the current assessment is conservative

Equity position and property valuation

Remaining loan term and structure

Exit costs — fixed rate break fees, discharge fees

When Partnership Promotion Changes The Picture

A lawyer who was an employed associate at time of application but has since become a partner may find that their current lender still assesses them as an employee. A refinance review can reassess income under the new partnership structure.

Refinance Checklist For Lawyers

Rate compared to current market

Whether current lender fully counts bonus income

Whether equity has been accessed or could be used for investment

Partnership financials are up to date

Exit costs are understood before making a decision

Common Mistakes At Refinance

Refinancing without checking exit costs first

Not checking whether the new lender treats bonus income more favourably

Extending loan term unnecessarily — increasing total interest paid

Can I refinance with partnership income?

Yes. 2 years of partnership financials and tax returns are typically needed.

Typically 2–6 weeks depending on lender, valuation and documentation.

Book A Lawyer Refinance Review

We compare lawyer income across 50+ lenders at no cost.

General information only. Lending eligibility, LMI waiver policies, rates and approval outcomes vary by lender and are subject to assessment.

Book A Refinance Review

We compare lawyer income across 50+ lenders at no cost.

General information only. Lending outcomes vary by lender and individual circumstances.

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Written by: Simpli Finance Lending Team · Reviewed by: [Broker Name], Mortgage Broker · Last updated: June 2026