Case Study

Individual Investment Loan

Background

Our client, an experienced investor, wanted to diversify his existing portfolio of assets and pursue new opportunities to increase wealth for his family.

Solution

We worked closely with the client to secure an Investment Line of Credit Facility, secured against the equity in their property. This allowed them to have immediate access to funding for their future investment purchases.

Result

The client now has peace of mind and financial flexibility to confidently move on future investments or asset purchases as opportunities arise. Supporting their long-term wealth creation strategies.

Other Case Studies

Cashflow Funding to Support Business Growth

Our client’s business was entering a significant growth phase and needed additional finance to continue expanding. At the same time, they were experiencing cash flow pressure due to delayed payments.

First Home & Business Loan

Our client, a small business owner who wanted to buy their first home, with enough land to build a new shed. As they were navigating the challenges of a growing...