The Lending Strategy

All great journey’s start with a single step. Our first step is to get the lending strategy right.

Your current reality

Clearly defined reality of the business and its finances so that the banks are crystal clear on the strengths and weaknesses of your business and its situation.

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Where you want to go

We need conscience overview of both short term objectives and long term targets that we are working towards so that we can formulate the best plan of attack.

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Analysis of your business and its financials

Starting to formulate what’s going to be the best finance structure based on your situation in comparison to the products from Australia’s leading providers.

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Resources, requirements and rules

What are the things that are important to you as a business and also to you a business owner.

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Proposed lending structure

We propose a structure to maximise results for your business:

  • Maximise current situation
  • Short term requirements (pain and opportunities)
  • Medium to long term funding mechanisms

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Road map and plan of attack for execution

We need to know what key tasks are required, who is going to execute them and when, to ensure we get the funding right and on time for your business needs.

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Benefits to you and your business

We need to be honest on the benefits this proposed structure will bring to you and your business’ bottom line.

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Keeping it real!

Making sure the proposed structure is real by seeking “in principle indications of approval” from key finance providers.


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