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Equilibria Finance | How we work with Professional Partners

39 views· 2:07· Oct 26, 2024

Equilibria Finance | How we work with Professional Partners Equilibria finance comprises a team of mortgage and finance brokers. Our core business is residential home loan lending, commercial lending and business finance. We specialise in building strategic alliances with financial advice and accounting practices to deliver lending and finance solutions to your clients. Our focus is to provide tailored mortgage and finance solutions that are in keeping with a client’s values, aspirations, goals, objectives, financial profiles and plans. How we work with professional partners: ✔ We provide a comprehensive and dynamic process that is engaging, will keep your client informed, and is designed to assist them from the initial discovery meeting throughout the life of the loan or credit facility in place. This includes presenting your client with options, facilitating the loan application process, handling all their documentation, answering questions at each progressive stage and ongoing review to ensure the loan always remains appropriate and competitive after settlement. Who we help: ✔ We typically help time poor professionals and executives, self-employed business owners and young professionals starting out – often with complex needs and structures. Their needs include: ✔ Residential & Investment Loans ✔ Refinances & restructures ✔ Debt consolidation ✔ First-home Buyers ✔ Pre-approvals ✔ Construction & renovations loans ✔ SMSF - residential & commercial ✔ Vehicle & Asset Finance ✔ Commercial term loans ✔ SME Finance – operational, cashflow, growth ✔ Medico's, dentists ✔ Reverse mortgages

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