Financial Planners and Risk Insurance Brokers

We specialise in providing tailored solutions to financial planners using the value of your trail book or recurring revenue as security

As a financial planner, procuring a loan can sometimes be difficult, particularly in today’s environment. There’s a good chance you could use a friend who can help if you need to fund the acquisition of a book or cover costs as you transition to a new dealer group. That’s where we come in. We specialise in providing tailored solutions to financial planners using the value of your trail book or recurring revenue as security, rather than risk a property or personal assets. We are one of the few lenders actively providing funding to financial planners.

WHY US?

No credit
scoring
No property required
as security
No hidden
costs or fees
Loan terms for
two to five years
Loans from
$30,000 up to $1 million

Size does not matter.

A TRAILBLAZER FINANCIAL PLANNER LOAN IN A NUTSHELL

Loan amount

$30,000 up
to $1 million

Loan term

2 to 5
years

LVRs

Up to
LVR 65%

Interest rate

From 10.5%
(plus fees)

Repayments

Monthly

Features

Redraw facility;
Principal and interest
fixed rate

LOAN PURPOSE

Acquisition
funding
Debt
consolidation
Business
expansion
Buying out
a partner
Working
capital

More reasons our loans
are better than the rest

  • Indicative loan approval within 24 hours.
  • We lend money the banks can’t or won’t lend you.
  • Expert advice to keep your business goals on track.
  • Direct access to the decision maker – us.
  • Quick and easy access to cashflow.
  • Use the loan for any business purpose.

Let us help you

Call us if you have

  • Active ABN
  • Two years trading
  • Monthly trail book

What we will need from you

Business and trail book information
on hand

What you will get

Indicative loan approval within 24 hours, then access to funds within four weeks

The TrailBlazer Finance difference

We’ll be your guide

When you’re trailblazing, it helps to have someone with you who has blazed the trail before. That’s why we’re the perfect choice to guide you step-by-step through the process, minimising hassle to you. We can even work directly with your aggregator, if that makes it easier.

A loan as unique as your business

We realise that your business is unique and complex. That’s why we never assess your situation with a ‘cookie cutter’ approach. First we listen. Then we undertake a comprehensive valuation of your trail book which allows us to customise a loan, specifically tailored for your situation. It’s a new way to inject cash into your business, with terms that will help your business prosper.

Deal with the decision makers

You deal with the decision maker. Even if traditional lenders have turned you down, we might still be able to help because we’re an independently funded specialist lender and can assess your loan on its own merits. We pride ourselves on our transparency and we will personally notify you of our lending decision as soon as we have made it.

We get it. Really. And we get you.

The banks don’t understand trail books. But we do. That’s why we developed our proprietary trail book appraisal model using proven algorithms to determine the current value of your business’s future cash flow. We’re so confident in our valuation that we lend against it – or are willing to buy your trail book for that price.

More than money

Because we’re invested in your continued success, we’re happy to offer guidance and expertise to help you achieve your vision and bring your ideas to market. If you choose to work with us, we’ll support you with tools and advice to help you grow, because your success is our success.

Cash flow peace of mind for your business

We offer a variety of loan products for you to choose from. These include facilities that let you draw down money as you need it, so you have the security of having your own facility locked in, but pay no interest to pay until you actually draw funds. Then you only pay interest on the funds you use. This gives you a flexible and convenient source of funds when you need it most – as well as peace of mind.

Our process

infographic

For a confidential conversation please contact Andrew De Marco,
Head of Sales & Business Development

Enquire now

Whether you’re a mortgage broker, financial planner, real estate agent, accountant or equipment rental broker, we can support your business goals and needs.

Contact Us

Suite 401, Level 4, 59-75 Grafton Street, Bondi Junction NSW 2022

1300 139 003

[email protected]