Before We Talk

Prepare for your finance conversation with our team:
• Your goal, finance amount and timeframe.
• Business structure, ABN and trading history.
• Available tax returns, notices of assessment, financial statements, BAS and bank statements.
• Current loans, credit limits and regular expenses.
• Property details, deposit or available equity.

Requirements vary by lender and scenario. Our team will explain the next steps and how to provide documents securely. Start with the enquiry form below; do not include identity documents or financial records in your initial enquiry. You can also request our credit guide, privacy information and fee details.