Lend Perspective
Financial Services - Sydney, New South Wales, Australia
Lend Perspective Employees
Lend Perspective Details
Lend Perspective is a boutique finance brokerage firm founded to create and provide bespoke financial solutions for their clients.We are a solutions based team that strive to provide an exceptional customer experience. Our belief has always been that we need to work closely with our clients in order to gain a deep understanding of their unique financial situations and provide the most appropriate advice so that they can achieve their financial goals - acting more like their financial coach than a traditional transactional mortgage broker.We specialise in working with Financial Planners and Accountants and see ourselves as an adjunct to their business, acting as an advisory board to their clients rather than focusing purely on the current transaction. We are a free service to the client and a great value add to the financial services industry.FINANCIAL PLANNINGLend Perspective specialises in working with financial planning firms to provide the most appropriate debt solutions for their clients needs, goals and objectives. Our brokers understand the various different financial planning strategies such as debt recycling, utilising borrowed money to build wealth, and harnessing cash flow to reduce inefficient debt. Due to our extensive knowledge we are able to provide the most appropriate debt solution that directly ties into the holistic strategy being undertaken.ACCOUNTINGMuch like our approach with financial planning clients, Lend Perspective understand the many different accounting strategies and the end-goal that is sought for the client. We don't only focus on residential lending as we understand that the majority of accounting clients are SMEs that have commercial needs. We ensure that we get a complete understanding of the client and structure the debt that is the most befitting for them both personally and for their business.
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