We are on your side of the desk. We meet with you and understand your story. We learn about your business, how it operates, why you need finance and how it will be used in your business.
How to Sell Your Story to the Bank
We know how to read financial statements. Grant, as a Chartered Accountant can liaise with your accountant to obtain the right information.
Taking your story and presenting the numbers to the lender, as well as getting the job done right the first time, is our mission.
We need to ensure that you are "bank ready"
I do appreciate the professional way you worked with us and approached the banks on our behalf. With your contacts you were able to get the greatest outcome for our company. Many thanks again.
Andrew Wallace-Smith, Helder Distributors
Knowing who to talk to at the Bank
Banks segment clients into different categories depending on the industry type and the loan amount.
We have relationships with each segment in every bank.This is where we bring your story to the right person.