Expertise

Our owner Kate has years of experience as a Chartered Accountant, Executive Coach and holds a Diploma of Finance Broking. She has years of experience advising banks of operational needs for companies, including SME’s, large corporate entities and joint ventures. Industry expertise includes Manufacturing, Importation, Healthcare, Government, Rural, Tourism and Recreational, Hospitality, International Events, and Professional Services to name a few. Her background and experience has ensured her accreditation with a wide range of commercial lenders, so she can source a variety of options for your business.

Attitude

Understanding your business is our priority. The more we understand where you are now and where you are going, allows us to find the finance solutions while you work in and on your business. We partner with our long term clients, taking a whole of business approach, so that funding requirements can be accessed quickly if needed, and with little extra work from you. We understand that time is precious and want to make sure that you can maximise what you have doing what you love, not what you have to do.

Approach

We apply the Best Interest Duty approach to all our clients for all types of lending. Understanding your business and needs is our highest priority so we can source and match the best options for your individual situation. Having direct access to more than 60 Lenders ensures that we can find options that suit you and your unique situation.