A free review of everything you’ve got across your banks and insurers, and one local broker to call from then on.
Leave your details here and I’ll be in touch personally to arrange your free Business, Personal Finance and Insurances Review.
If your business has grown to the point of having a few staff on board, chances are your finances have grown right along with it, just not in a coordinated way.
A business loan with one lender. Equipment or vehicle finance with another. Insurance policies you renew on autopilot because you haven’t had time to look at them properly. Your own home loan, sitting completely separate from all of it.
None of this happened because you did anything wrong. It happened because most businesses your size aren’t big enough to justify an internal finance team, so the job of coordinating it all quietly became yours, on top of actually running the business.
It doesn’t have to work that way.
One local point of contact. Your entire financial picture, coordinated.
Astute Business Concierge isn’t another loan product or another policy to add to the pile. It’s a single point of contact ‘me’, who takes the time to understand your business and brings every part of your finance and insurance picture together, so you’re not the one managing five separate relationships anymore.
Where it makes sense, I handle things directly. Where a specialist is the better fit say, a dedicated insurance broker or financial planner, I bring them in and stay your point of contact throughout, all under the Astute brand. Either way, you’re never left chasing multiple people to get a straight answer.
And this works alongside any banking relationships you already have. You’re not being asked to give anything up to get a clearer picture of where you stand.
We sit down and walk through everything currently sitting across your business, including:
Loans, lines of credit, and how they're currently structured.
What you're financed on, and with whom.
Including any property or premises-related lending.
Business, and personal where relevant.
Because personal, investment and business finances rarely sit in neat, separate boxes.
You’ll walk away with a clear, written picture of what you’ve got, where things could be simplified or improved, and what a coordinated setup would look like for your business specifically.
There’s no cost and no obligation to change anything. Some business owners find everything’s already well set up, that’s a useful outcome too.
Leave your details below and I’ll reach out personally to arrange a time, in person at our office, at your business premises, or over a call. Whatever suits you best.
You’ll receive a summary of your options, with no pressure to act. If you’d like to move forward, I coordinate everything and continue to stay your one point of contact as your business grows.
I’m legally required to act in your best interests. Unlike a business banker, who represents the bank, my obligation is to you, not to a lender.
Based in Camp Hill, working across Brisbane’s surrounding suburbs. Face-to-face is available if it suits, so is a call, if that’s easier for you.
I’ve been running businesses since I was 16. I understand the cash flow pressure, the time poverty, and the reality of being the one who has to sort it all out.
Bachelor of Business majoring in Finance & Accounting, plus years of practical lending experience, including processing over $150 million in lending at Astute Financial.
