Robert and Rachel* needed funding to grow their market research firm—which I helped them secure by:

1. Refinancing their existing home loan and consolidating an unsecured credit card and personal loan to boost their household cash flow and interest cost savings
2. 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
3. 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
4. Securing two chattel mortgages to acquire two new company vehicles to help facilitate the growth of the business
5. 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
6. 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.