Frequently Asked Questions
What types of finance do you help with?
I assist with a wide range of finance solutions including asset finance (vehicles, machinery, equipment), business acquisitions, working capital and line of credit facilities, residential mortgages, and commercial property loans.
I also support clients with personal loans for cars, caravans, boats, and more.
Do you charge a fee?
In most cases, my services are paid by the lender once your loan is settled – so there’s no cost to you.
If a fee ever applies, I’ll be upfront about it before you commit to anything.
I’m self-employed – can I still get finance?
Absolutely. I regularly work with self-employed clients, sole traders, and business owners.
I know how to present your income and financials in a way lenders understand, and I have access to low-doc and alt-doc options if needed.
Can you help if I’ve had bad credit or been declined before?
Yes – I work with clients who’ve had past credit issues, defaults, or been turned away by the banks.
Every situation is different, and I’ll do a thorough review before recommending a path forward.
How long does the process take?
It depends on the type of finance and how quickly documents are provided, but I’ll always keep things moving. In many cases, asset finance can be approved within 24–48 hours.
Home loans and commercial finance can take longer depending on the lender and complexity, but I’ll keep you informed every step of the way.
Do I need to come into your office?
Not at all. I offer flexible appointment options – phone, Zoom, WhatsApp, or in person.
I regularly travel between Perth and Albany, Western Australia, and am happy to meet face-to-face if that’s your preference.
What documents will I need to provide?
This varies depending on the loan, but generally includes ID, bank statements, income verification (like payslips or tax returns), and sometimes asset/liability information.
I’ll give you a simple checklist once I understand your situation.
Can you help me if I don’t know what type of finance I need yet?
Yes – that’s exactly what the free consultation is for.
I’ll ask the right questions to understand what you’re trying to achieve, then walk you through the options that suit your needs and circumstances.
Do you only work with WA-based clients?
While I’m based in WA and regularly meet clients in Perth and the South West, I work with people and businesses all over Australia.
How do I get started?
You can book a free 20-minute consultation directly into my calendar using the link below.
Whether you’re ready to go or just exploring your options — I’m happy to chat. Book a Free Consultation.
Not Seeing Your Question?
No problem — I’m here to help.
If your question wasn’t covered above or you’d prefer to speak with me directly, just reach out using the form below and I’ll get back to you personally.
Book a free 20-minute consultation and I’ll help you explore your options.