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.