Our Proven Results
Discover how we helped clients overcome challenges and achieve measurable success.
First Home Buyer Case Highlight – PAYG Income
The client was a PAYG income earner purchasing an established residential property as a first home buyer.
By utilising a government-supported 5% deposit scheme, the client was able to proceed with the purchase with a lower upfront contribution.
We assessed eligibility, guided the application process, and compared suitable lenders to ensure a smooth and compliant approval.
The client successfully secured a home loan and completed the purchase with confidence.
Investment Planning Case Highlight – Self-Employed Income
A self-employed client with multiple trust structures sought to build a long-term property investment strategy.Through structured review and strategic planning, we helped establish a compliant lending framework to support the client’s evolving investment blueprint.
Business Expansion Case Highlight
The client was a business owner seeking additional funding to support business expansion and increased operational demand.
Timing and cash flow considerations meant the financing structure needed to be carefully aligned with the business’s growth plans.
Following a detailed financial review and lender assessment, a suitable business loan was implemented to support the next stage of growth.
Low Doc Funding Case Highlight
The client required funding under a low documentation structure due to limited financial records available at the time.
Traditional bank options were not suitable given documentation requirements and assessment criteria.
We assessed the client’s position, identified an appropriate low doc funding solution, and structured the facility to align with the client’s short- and medium-term objectives.The client successfully secured a low doc funding solution, providing the flexibility needed to proceed while longer-term options were planned.
Car Loan Case Highlight – Major Bank
The client required finance to purchase a vehicle and preferred a solution through a major Australian bank.
We reviewed the client’s financial position, compared suitable lender options, and managed the application process efficiently.The client successfully secured a car loan through a major bank, completing the purchase with a smooth and straightforward approval process.
Overdraft Facility Case Highlight – Builder
The client was a builder requiring flexible funding to manage cash flow across ongoing construction projects.
Irregular payment cycles and project-based expenses made traditional loan structures less suitable.
We reviewed the business cash flow, assessed funding requirements, and structured an overdraft facility aligned with the client’s operational needs.
The overdraft solution provided ongoing flexibility, allowing the client to manage projects smoothly and respond to changing cash flow demands.
