02 Mar Case Study February 2022 – Financial flexibility
Client Position Our client came to us as they felt as though they were forever needing to contact their bank manager for more money. Their overdraft...
Client Position Our client came to us as they felt as though they were forever needing to contact their bank manager for more money. Their overdraft...
Make sure you can do what you need to do when you need to do it. ‘Stay committed to your decisions, but stay flexible in your...
Sarah Simpkins 05:40 AM, 16 Feb 2022 9 minute read Brokers seeking to diversify should work to secure education, mentor advice and accreditations for the sake of customer outcomes,...
By David Robinson Too often we see customers requesting additional working capital due to “unexpected” low cash flow at the point when they are about to...
Client Position One case involved a family under significant pressure from their lender to exit the rural industry. Much of the clients poor financial position was...
By Brad Sewell RSP is always fielding requests from borrowers to assist with the purchase of additional land. While this type of work is our bread...
by Ian Robinson Around 2,250 years ago, the Sicilian Greek mathematician, physicist and astronomer Archimedes was given the solemn task of determining whether the King’s crown...
The Adviser’s Australian Broking Awards 2021 recognised the crème de la crème of the mortgage and finance broking industry. The 11th annual Australian Broking Awards – run...
Client Position An established Victorian farmer was seeking additional capital to purchase a neighbouring farm. In addition, given the material increase in debt, they sought competitive pricing...
By Deb Purvis FIX YOUR RATES, AND YOU FIX YOUR CUSTOMER MARGIN Brad mentioned in his newsletter that you should refrain from fixing any debt until you...