Client Success Story

What does a broker do for a client other than just ‘find a good loan’.  We quite literally help people’s dreams come true and, in many cases, change their lives!

Here is the recent success story of Jacky (name changed for privacy)

Jacky was introduced to a business advisor/accountant and TLC by her wholesaler who was concerned about late payment of invoices on an ongoing basis.  Jacky runs a very busy business with high turnover and multiple staff. Jacky was working 80 – 100 hours PER WEEK, was exhausted, emotional and had multiple debts she was barely keeping on top of.  We recognised Jacky would benefit from some strategic business changes and better finance options. 

Jacky needed some help to get her business on track, free up some time and get her finances in order. By working together holistically, there were some areas identified where Jacky could make some changes to the business operations to manage time better and generate some additional income.  These changes, coupled with a consolidated finance restructure, has had a dramatic improvement on both Jacky’s business and life.

In just one financial year, the business turnover has grown by 25%, profitability has increased by more than 150% and most importantly, she has regained time back in her life to enjoy a healthier work/life balance.  At the same time, staff and customers are happy and the clientele continues to grow!

Just as it ‘takes a village’ to raise a child, it takes a team of trusted advisors, working together to help a business flourish.

It has been truly heartwarming to see and be part of this transformation and success.

“I want to thank you from the bottom of my heart for helping with my refinance last year.  I wouldn’t be where I am today without you believing in me and seeing the potential for the turnaround in my business.  The combo of yourself, the bank and John (accountant) have been lifeline partnerships, and facilitated an amazing and exciting business turnaround and new season!”

J, Happy Client