Strategic Finance for Wealth Builders
Boutique debt advisory for professionals and business owners. We operate like your personal private banker, without the conflicts.
Sophisticated Wealth Solutions
Tailored financial strategies for discerning clients who demand excellence in every aspect of their wealth management.
Private Residential Capital
Exclusive rates and bespoke lending solutions for luxury properties and high-value residential acquisitions. We specialise in complex scenarios requiring sophisticated structuring.
- Premium property lending
- Luxury home finance
- Competitive private rates
Strategic Portfolio Structuring
Strategic finance for multi-property portfolios with tax optimisation and negative gearing strategies.
Commercial Asset Finance
Sophisticated financing for business assets, prestige vehicles, and commercial equipment acquisition.
Executive Protection Insurance
Comprehensive protection for high net worth individuals including income protection and life insurance.
SMSF Property Strategy
Self-managed super fund lending for property investment with tax-effective retirement planning.
Wealth Advisory
Holistic financial planning and wealth structuring for long-term capital growth and preservation.
Executive Access
Direct line to your adviser. Available 8am–8pm and weekends for live auctions.
Client Wins
Real outcomes from sophisticated debt advisory engagements
Challenge
Client capped by bank servicing on 3rd property.
Strategy
Restructured via Trust & Non-Bank Lender.
Outcome
$1.2M Acquisition Funded + Tax Efficiency Improved.
Challenge
SMSF unable to secure commercial property finance from major banks.
Strategy
Engaged specialist lender with SMSF expertise, negotiated tailored terms.
Outcome
$2.8M Commercial Property Secured at 5.89% with 70% LVR.
Challenge
Business owner needed capital without triggering CGT on investment portfolio.
Strategy
Structured debt against unencumbered assets, preserved equity position.
Outcome
$950K Released for Business Expansion, Zero Tax Event.
Our Private Advisory Process
A seamless, confidential journey from initial consultation to settlement and beyond
Private Consultation
Confidential discussion about your wealth objectives, portfolio goals, and financial situation at your preferred location.
Strategic Analysis
We search our network of 40+ premium lenders to identify optimal solutions tailored to your specific requirements.
Application & Approval
Streamlined application process with dedicated support. Extended hours available for time-sensitive approvals.
Settlement & Beyond
Seamless settlement coordination and ongoing portfolio reviews to ensure your strategy remains optimised.
Why Discerning Clients Choose Us
We specialise in complex wealth scenarios that require sophisticated financial structuring and discretion.
Our Lending Partners
Access to 40+ premium lenders including major banks, private lenders, and specialist financiers
Ready to Optimise Your Wealth Strategy?
Schedule a confidential consultation with our private debt advisory team to discuss your portfolio goals.