- Client Stories
A closer look at the
lending journey
- Featured Case Study
SMSF Commercial Property Case Study
Case study · SMSF commercial property finance SMSF finance for a financial planner’s business premises
Browse client stories
Multi Income Home Refinance
Case study · Home loan refinancing A home loan refinance for a household with multiple
SMSF Rooming Accommodation
Case study · SMSF property finance SMSF rooming accommodation finance on a single income A
Warehouse SMSF Transfer
Case study · Commercial SMSF finance Funding a warehouse transfer into a new SMSF A
Partner Exit Expansion
Case study · Business expansion finance Releasing $560,000 for a workshop’s fourth location A mechanical
Business Debt Refinance
Case study · Business debt refinancing From costly debt to a conventional business loan A
Securing Capital For Accountants
Case study · Business premises finance Buying a permanent office for a growing accounting practice
Every story follows the same clear path
Situation
An overview of the client’s goals and circumstances.
Challenge
The key lending challenges they needed to navigate.
What we did
How we approached the lending application.
Outcome
The verified result and next steps.
Why it worked
The factors behind the lending approach.
