Financial Planners
Financial Planner Finance Simplified and Solved.
- Release capital using your recurring revenue book as security.
- Tailored funding solutions designed for accountants.
- Turn asset-rich, cash-light into business-ready capital.
Services We Offer
Lending
Tailored lending solutions for your needs.
- Business Loans from $50k to 1.6m.
- Loans based on value of trail.
Valuations
Expert recurring revenue valuation experts.
- Make smarter decisions with expert insights.
- Assess and strengthen your asset.
Advisory
Bespoke advisory services.
- Expert guidance for mergers, sales and strategy.
- Guidance in tailored services.
Resources
Resources to power your business decisions.
- Only vetted buyers and sellers.
- Smart tools, downloads & calculators to guide decisions.
The TrailBlazer Difference
Use funding for:
Businesss Expansion
Drive business growth with tailored funding solutions for expansion and new opportunities.
Acquisition Funding
Fuel business growth with funds by using our lending solutions to fund strategic acquisitions.
Debt Consolidation
Consolidate debts, including ATO debt. Simplify repayments and reduce stress to focus on growth.
Working Capital
Perfect for marketing, hiring, office expansion, training, or any growth initiatives.
Buying out a Partner
Leverage recurring revenue to fund your partner buyout and gain full control of your business.
Buying and Selling
We offer a trusted marketplace for buying and selling trail books in a competitive setting.
Our Difference
Why Choose Trailblazer Finance?
Trailblazer Finance values what traditional lenders overlook, we know the value of your recurring income! TrailBlazer offers flexible repayment options, competitive rates, quick approvals, and a personal touch to help your business thrive. Experience finance solutions tailored to your needs.
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Businesses Helped
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Understand the Value of your Trail Book
Your trail book is your greatest asset. Understand its value and financial health.
PRODUCTS
Funding Options
Customised financing solutions to drive your business success. We use your recurring revenue stream to release funds for your business to grow, expand or consolidate debt.
Express Loan
A customised loan providing fast funding to seize growth opportunities.
- Quick approval.
- Competitive rates.
Vanilla Loan
Access capital for growth or debt consolidation.
- Standalone loan with one drawdown.
- Variable rate, fixed term.
Facility Loan
Release funds as you need them so your capital is always put to work.
- Variable rate with fixed term.
- Flexibility with multiple drawdowns.
Multi-Redraw Facility Loan
Ongoing access to capital for cashflow management and growth.
- Multi-redraw facility.
- Funding ongoing cashflow needs.
Balloon Booster
Access capital with a lump sum due at the end so you have lower payments.
- Low repayments to preserve cash flow.
- After the term, choose to roll over or pay the balloon.
Premier Loan
Llow repayment, longer-term, flexible loan product for established financial brokers and financial planners.
- Low monthly repayments.
- Low annual maintenance
We are here to advise you every step of the way.
Meet the team
With over 150 years of combined financial services experience, our team is dedicated to guiding you at every step, offering strategic advice to help you achieve your goals more efficiently.
Jeff Zulman
Managing Director
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Stewart Paperin
Non-Executive Director
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Mary Anne Gillespie
Non-executive Director
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Sharon Gabriele
HR & Office Manager
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TESTIMONIALS
What our client says?
What would be your dream scenario be for getting a loan?
What do you consider the major benefits for using TrailBlazer Finance?
How would you describe best what TrailBalzer does?
Funding solutions for professional businesses.
With Tailored Lending Solutions. Finance Simplified & Solved.