Designed for Financial Planners

Our product is designed to meet the needs of the planning industry, unlocking the significant value from your financial planning commissions without the need to sell them.

No second mortgage required

We view your financial planning commissions as a real asset, eliminating the need for a second mortgage.

Can be used for any business purpose

You can borrow against your financial planning commissions to fund any legal business purpose, including your ATO debt.

Simple assessment and fast approvals

Making the process as straightforward as possible.

  • Identification
  • Signed Dealer Group Agreement
  • Last 12 months commission statements from your Dealer Group.
  • Commission statements from your Dealer Group for June 2019 & 2020
  • Australian Taxation Office portal details
  • Most recent company financials
  • Trust Deed information (if applicable)
  • Signed purchase agreement (if applicable)
Contact

Make an Enquiry

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