Robert and Rachel* needed funding to grow their market research firm—which I helped them secure by:
- Refinancing their existing home loan and consolidating an unsecured credit card and personal loan to boost their household cash flow and interest cost savings
- Establishing a secure line of credit to smooth out the short-term cash flow in their business so they can focus on their long-term goals
- Taking out a secured term loan to fund the fit out of a brand-new, high-tech office space for the business to boost operational efficiency and margins
- Securing two chattel mortgages to acquire two new company vehicles to help facilitate the growth of the business
- Getting the clients to work with my financial advisory team to map out a strategic plan to achieve their financial and lifestyle goals over the next one, five, 10, and 20 years
- Getting the clients to work with my business advisory team to map out a strategic plan to achieve their business goals by monitoring their key performance indicators every month, quarter, and year
*Names changed for privacy.