There are three main stages for our Finance Broking services for larger loan applications for farms and other property transactions.

1. Advisory
2. Brokerage
3. Post-settlement services

The first stage involves Advisory work to develop the Information Memorandum that showcases your business to potential new lenders. We include financial modelling, property analysis, risk analysis and strategic narratives to deliver an investment case for our panel of lenders.

For this, we charge an ‘Advisory Fee’ which varies based on complexity and debt levels required, and all intellectual property rights on that information is transferred to you.

The Brokerage stage is the ‘moment of truth, and involves conducting tender and application processes, communicating with lenders, reviewing term sheets, and negotiating variations in terms to suit your needs. There is no client fee charged for this stage, this is essentially funded by the successful financier through commission structures.

The final, ongoing stage is Post-settlement Service. At its basic level, this simply means we are here to support you in your dealings with your new bank for any variations or additional funding requirements. Additional services like management reporting and ongoing business advisory can be discussed if required and will be charged as additional fees.

For equipment, working capital and seasonal finance needs, we provide fast access to a wide variety of lenders and structured solutions