20.01.22

Financial Planning Practices & Credit

Operate a Financial Planning Practice and looking to access debt?  Credit providers have become increasingly focused on customising their lending policies accordingly. The recent Government Guara...
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04.12.21

Accounting Firms & Credit

Professional Services Credit providers have become increasingly focused on understanding what drives behaviour and credit risk in specific industries, and setting lending policies accordingly.There ar...
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17.11.21

Growth - Banking Industry

GROWTH FOR BANKING BUSINESSES How do I keep my book growing? There are many good resources to read on growth, perhaps better than any specific insights listed here. Though in the context of growth, en...
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07.11.21

Sales & Marketing - Banking Industry

Considerations for Positioning & Marketing Banking Services  i) PositioningIndividual Bankers and Brokers alike need to understand their own profile and tendencies, so too does the Business h...
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28.10.21

Trade Finance - Worth the Cost?

Overview Is Trade Finance worth the cost? For those SME's that deal with suppliers with either long lead times, various geographical locations or other complexities, financing the purchase of goods ca...
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16.10.21

Business Owners & Investing

For those of us who start a business at a relatiely early age, and work through the system until 65 and beyond, there stands a chance to accumulate up to 45 years’ worth of savings, give or take...
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10.10.21

Mortgage Regulations

Changes to Mortgage Regulations can impact Business Borrowers too.  As fears around mortgage stress grow, and interest rates remaining stagnant for the foreseeable future, some form of macro...
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23.09.21

Is Trade Finance worth it?

Is Trade Finance worth the cost? For those SME's that deal with suppliers with either long lead times, various geographical locations or other complexities, financing the purchase of goods can be a ch...
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12.09.21

How to Review a Business

Do you run or are you looking at buying/evaluating a business? Learn how to complete a business review that provides the relevant insights.   Overview According to ABS data, there are n...
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23.08.21

Demonstrating Loan Servicing

To complete the servicing, the file must be at Finance Submission Stage. In designing any banking tool – it is firstly important to acknowledge that there is no one “right” approach...
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08.08.21

Profit v Profitability

A new financial year is underway, and your accountant has prepared last year's financial statements depicting your business’ performance. It shows a Profit, but what does it all mean? It is easy...
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17.07.21

Funding Business Assets

Overview Financing the assets used in your business can provide value in a variety of ways. As an opportunity cost to using cash reserves, asset finance can preserve cash flow for other operational or...
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