Our Service - why we talk loans last
We provide a Service, we do not sell loans. Our service is all focused on YOU. It all starts with you, your business, your job and what you want to achieve with your assets which is your income, your real estate, your business assets and your abilities which is your talents and expertise in your industry.
All About ME
It's complicated. My business is unique. I don't fit in a box.
Please give us as much information as we request and as much as you are able to provide accurately.
This will enable us to analyse and determine the business income to estimate how much you can borrow.
Making the Right Moves
Know your business position and plan ahead
Cash is NOT King, CASHFLOW is. Businesses underperform or fail because of poor cashflow management. Knowing when and how much funds you need from month to month projected over 12 to 36 months is essential. This will enable you to work out when you need finance. We work with you to get a clear strategy of when to apply for finance and how much you need.
We make it Happen
We manage the whole finance application process.
This is when it all happens. If you want to proceed to application, you appoint us to act for you, pay our credit assistance fee and we manage the whole process for you. We make it happen all the way to settlement and beyond.
MY Goals and Objectives
How do I get there?
After you provide the key information and hard facts, we will set a time to let you tell us what your goals and objectives are. We will complete a Client Needs Analysis.
Building on the Right Structure
Getting it right from the ground up.
Getting the loan structure right at the beginning can save your business alot of costs. This does not refer to just the dollar costs, it includes opportunity costs and risks.
We provide ongoing service and review your loans ready for the next step
We Complete annual reviews for you if required by the lender and review your current loans and financial position