Finance Solutions

We deliver tailored finance solutions designed to meet each client's unique needs.

Home Loan Consultations

We offer comprehensive support throughout your property purchase journey, including:

• Clearly explaining the entire property buying process;

• Assessing your borrowing capacity and exploring ways to increase it;

• Assisting in waiving Lenders Mortgage Insurance (LMI) for eligible first-home buyers or professionals;

• Comparing loan products and interest rates from over 40 lenders;

• Finding the most suitable deals for you and explaining the differences between loan options;

• Negotiating maximum discounts with your chosen lender;

• Recommending the best options based on your individual needs;

• Preparing a detailed property report with an indicative property value;

• Submitting your loan application to maximize the chance of approval;

• Guiding you through every step of the process right up to settlement; and

• Regularly reviewing your loan post-settlement to keep you informed of better deals in the future.

Business Loan Consultations

Business loan applications can be complex and costly — partnering with an experienced commercial finance broker can save you both time and money.

We offer expert consultations for business loans across a range of purposes, including:

• Purchasing commercial property for owner-occupation or investment;

• Financing commercial property development projects;

• Acquiring an existing business or expanding through business acquisitions;

• Accessing working capital solutions, including overdraft facilities, accounts; receivable financing, invoice financing, and inventory finance;

• Purchasing business vehicles and equipment; and

• Buying residential or commercial property through a Self-Managed Superannuation Fund (SMSF).

As a business customer, you may have foreign exchange requirements or need assistance with setting up new accounts—processes that can often be complex and unclear. Whether your business structure is simple or more intricate, and whether or not you have a Relationship Manager to support you, we can help. With over a decade of experience at DBS, ANZ, CBA and Bankwest across Institutional, Corporate, and Commercial Banking, we are well-equipped to guide you through every step of the journey.

Finance Consulting Services