11 Nov Agri-funding Success Case Study

CLIENT POSITION

• Holding both agri and residential investments
• $1.85mil agri facility
• $970k residential investment facilities

REASON FOR ENGAGEMENT

• The client was interested in exploring competitive finance options & better service
• After receiving free benchmarking, the client wished to test the market

RSP OUTCOME

• Agri facilities reduced from 3.78% to 2.01%
• Residential investment facilities reduced from 4.52% to 3%
• New bank & new bank manager
• 1^st year loan savings (after establishment fees) $30,989
• 5-year loan savings (bank margin maintained) $174,347
• Return on engagement first year 620%
• Return on engagement after 5 years 3,486%