It all starts with a chat. We meet to understand your business needs and financial goals. This can be done in person, call, or via Zoom - whichever suits you best. This initial, no-obligations meeting is a discussion to understand your needs and to establish if our values align. If both parties are happy and wanting to proceed, we’ll then engage with you and your accountant to dive deeper into your business and the financials so we can advocate for your company as strongly as you would.

Once we have analysed the information provided, we utilise industry knowledge and expertise to create an appealing proposal for our lending panel. Whilst interest rates are important, we will strive to negotiate terms that align with your business needs.

Unlike home loans, commercial loans can be negotiated depending on a variety of factors. After negotiating with lenders, we present you with the leading options, along with our recommendations. We ensure you understand each option and how it aligns with your business needs.

Once you have chosen your preferred option, we handle the application process. Meaning no mountains of tedious paperwork for you. We stay in touch, handling any queries or hurdles and monitor every step to ensure the process is as smooth and enjoyable as possible.

After final approval, we coordinate the signing of documents and work with all stakeholders to ensure a prompt and smooth settlement. We are here to answer any questions and provide support throughout the process.

Our commitment doesn’t end at settlement…for us, it’s just the start really. We truly value and appreciate our clients and once you are a client we work hard to ensure that you value us, as much as we do you. We continuously review your loan to ensure it remains competitive, we assist with annual reviews to keep your finance deal in top shape, and we are always here to help.