With 30-plus years’ of commercial finance experience and a customer-centric service model, our focus is on delivering tailored solutions and education by involving you throughout the strategic process, and explaining our methodology.
We are based in Melbourne’s Mount Waverley and serve clients in person throughout greater Melbourne and all of Australia through online channels.
Abbas Khorakiwala | Director | Strategic Finance Manager
With over 15 years’ finance experience across home lending, wealth management and business banking, Abbas has detailed knowledge across the financial landscape. Holding a BA of Commerce and a Post Graduate in Risk Management from Swinburne University, he is inspired by helping customers fulfill their financial dreams.
Priyank Dubey | Director | Commercial Property and Business Loan Manager
An ex-banker, also with 15 years’ experience, Priyank has worked across home lending, small business finance and high value commercial loan portfolio management. Priyank specialises in complex loans and has the knowledge and experience to comfortably educate both sophisticated investors and first homeowners.
Our Service Model:
Each customer is different, however our service model usually begins with an initial Discovery Session to determine your current situation along with short and long term goals. We then collate the required documents so we have a top-line awareness of your borrowing capacity.
This Discovery Session is also about understanding your entire financial situation and exploring and explaining the various financial pathways available to you.
It is also about understanding where there are knowledge gaps, and deliver you education around finance structure and further considerations, whether you are a first homeowner or seasoned investor.
Strategy and Structure:
With deep insight into finance strategy, we advise on finance structures to suit your short and long term goals and ensure you are educated around key finance terms such as “Lazy Equity”, “Negative Gearing”, “Positive Gearing” and more, before bringing in professional partners to help execute.
Complementary and Integrated Offerings:
Delivering a fully integrated financial solution must take account of the various complementary services such as conveyancing, real estate, insurance, financial planning and accounting.
Working with your existing partners, or with our own carefully selected partners, we deliver truly integrated and holistic financial solutions.
The result is a streamlined process that is more likely to save you time and deliver better outcomes.
- Residential Property
- Commercial Property
- Construction Loans
- Debt Restructuring
- SMSF Finance
- Self-Employed finance
- Equipment finance
- Car loans
- Personal loans
Key expertise areas:
- First homeowner support (State and Federal Government)
- Stamp duty and land tax rules
- Tax effective lending
- Debt reduction strategies
- Property Investment Strategies