This client was seeking funds to grow their business and fitout their 3rd outlet in a shopping centre in Victoria. They needed to front the fitout cost which will be reimbursed by the landlord within 3-4 months.
Most of the time, clients would have applied with a lender directly or through an online broker to get a loan. Not knowing loan products intimately, they could have been stuck with a lock in period and paying for unnecessary interest. This could mean thousands of dollars out of pocket.
We asked the right questions, understood the business and took a strategic approach in obtaining suitable loan options that gave the client flexibility to payout early with no penalty.
We take comfort in knowing our clients have made an informed decision when choosing a loan for their business.
It’s all about “Financing growth with loans that MAKE SENSE!”
I was really impressed by Yuan's dedication and professionalism. One thing makes him standing out from others is he genuinely trying to help you, not only a one-way or once off sales push.
"Trustworthy"
Gerald
Yuan is a trustworthy professional who takes the time to nurture relationships and who takes his service seriously. He has strong expertise in his field and I look forward to doing more more business together.
"Pro-active"
Scott
In my dealings with Yuan I always found him to be pro-active with his dealings for our clients and his ability to help find solutions was second to none.
"Reliable"
Toby
Yuan has been a reliable source of information in the SME business lending space. He has always been very good at communicating, whether it’s discussing additional requirements, new product offerings or alternative solutions for a number of my clients. Highly recommended
"Memorable"
James
Yuan is memorable and worthwhile. I love working with Yuan as I feel a genuine passion, energy and desire for connection. Looking forward to each and every interaction with Yuan for a long time ahead!
"Fantastic"
Fraser
Yuan is fantastic to deal with and always has time for his clients. Nothing is ever too much and he will always make you feel appreciated.
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