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Your horizons are limitless with our Financial Specialist on board.
Having an in-house Financial Specialist allows us to find you the most suitable loans for your need and integrate them into the bigger picture of your business structure; complimenting tax planning strategies and asset protection.
We currently have 64 lenders in our panel
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Mortgage brokering
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Asset financing
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Personal loans
Purchasing assets or obtaining a loan under the right structure and ownership is crucial.
Loans impact both asset protection and tax planning strategies.
Often times, there is a gap in communication and services when clients approach an external broker or lender and the Accountant is not involved in the decision making. Over the years we have seen many clients missing out on thousands of dollars worth of tax savings every year and leaving their heard earned wealth open to exposure. Disappointingly, they are also not well planned for potential Capital Gains Tax in the event of selling their assets in future.
We want to ensure our clients are looked after in the area of finance and that is why we have a dedicated Financial Specialist in our team just for this purpose.
We explore every opportunity.