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Should you refinance?
Refinancing
Stage 1 / 6 · The decision

Should you refinance?

The 25-bps rule, break-even maths, and the four situations where staying put is the right move.

10 min readBy Sarah ChenStage 1 of 6
A 0.25% rate cut isn’t automatically worth refinancing. The right test is break-even months.

The break-even test

Total switching costs (discharge + government fees + valuation + new app) divided by monthly saving = months until you’re ahead. Under 18 months is usually a yes; over 36 months is usually a no.

When NOT to refinance

Selling within 24 months. Income just dropped or job changed in last 90 days. Currently in fixed period with significant break costs. Recent late payments on existing loan.

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