Recent Success Stories

 

Manufacturer & Retailer

After reviewing the business finance facilities (primarily commercial property loans), we managed to identify savings of $10,000 per annum (as a minimum). Although the primary need was to provide Equipment Finance funding for circa $850k. The interest rate we delivered on this equipment finance funding (from one of the big four lenders) was 0.40% lower than the clients current bank (another big four lender where the client had banked for 30 years and they hadn’t tested the market until now). The savings on this $850k funding alone is $7,000 over 4 years.
 
 

Food Manufacturer

After reviewing the business finance facilities (primarily a Debtor Finance facility and Commercial Property Loan), we managed to identify & deliver real savings of $45,000 per annum.
Based on the level of lending, we initially expected to uncover savings of $10,000 to $15,000 without too much trouble, so we were delighted when our detailed assessment and bank knowledge & contacts delivered this tremendous result.
 
 

Manufacturer

Primarily Commercial Property Loans.
Savings Delivered $15,000-$17,500 per annum.
 
 

Hospitality business

Primarily Commercial Property Loans.
Savings Delivered $7,500-$10,000 per annum.
 
 

Not For Profit Organisation

Commercial Property Loan.
Savings Delivered $1,500 per annum.
Not the biggest success story in terms of dollars saved although interest rate savings was just under 1% per annum, therefore still very much appreciated by this client.
 
 

Importer

Something like 13 business facilities (mostly loans and a couple of overdrafts) across 5 different entities.
Savings Delivered $25,000-$33,000 per annum.
 
 

Construction Business

The majority of the savings were based on the Self Managed Super Fund (SMSF) commercial loan facility.
Savings Delivered $22,000 per annum.
 
 
 
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Some of these examples involved renegotiating with the clients existing bank after we had delivered our assessment. Our assessment included providing comparison finance solutions & pricing from at least three other lenders.