Collective Financial Partners has long and successful professional relationships with several lending institutions and finance brokers.
These relationships ensure our clients do not have to seek out their own financial solutions as part of their overall strategy.
We work closely with our clients to identify their loan and lending needs and make an informed assessment on the most appropriate lending specialist, depending on individual needs.
Collective Financial Partners remains involved, project-managing each step in the process as part of our wealth management and business advisory offering.
Our working closely with lending specialists and institutions is incredibly important to ensure any debts, liabilities or leases are structured correctly from asset protection, cash flow and tax perspective to avoid costly issues in the future.
Collective Financial Partners can facilitate access to a broad range of loans and lending services, including:
Home loans for investment and owner-occupied properties with affordable options and rates from Australia's most trusted banks and lenders.
Get finance for new equipment or assets, inventory, an overdraft, line of credit or term loan.
Loans used for business or investment with negotiable terms based on the loan to value ratio.
Choose from a chattel mortgage or novated leases for vehicles or asset lease for your business.
Purchase a residential investment property or a commercial investment property through your SMSF.
For every financial planning and wealth management strategy we develop for our clients, Collective Financial Partners ensures all loan needs are facilitated using our network of trusted lending specialists.
Collective Financial Partners is a Hunter-based financial advice business managed by a team with over 80 years combined experience in financial services.
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
Collective Financial Advice Pty Ltd ATF Lake Macquarie Group Trust ABN 14 710 648 652
Corporate Authorised Representative No. 1286336
Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221
Copyright 2021 Collective Financial Partners
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