More About Craig Margolius

Craig is a seasoned Financial Adviser, bringing over 17 years of experience in senior finance roles, including investment banking and consulting, to his role at Threefold. With a solid foundation as a chartered accountant, Craig offers a unique perspective on business-backed lending and property investment. This extensive background enables him to craft bespoke mortgage solutions that align with his clients’ specific needs.

Craig excels in designing effective cash flow structures, implementing tax-efficient strategies in collaboration with clients’ accountants, and navigating complex bank lending decisions. His dedication to providing exceptional advice is evident whether he is guiding a first-time homebuyer or managing the intricacies of a multi-property investment portfolio.

Driven by a commitment to financial education, Craig focuses on empowering clients to achieve their property ownership goals.

Outside of work, he values quality time with his family, stays active through CrossFit, and enjoys playing tennis with friends. His approachable nature and comprehensive expertise make him a trusted partner for clients and a valuable resource in the field of property investment.

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