This client operates 6 hairdressing salon in Queensland for over 10 years. She has been very smart in acquiring competitors during the pandemic and getting a real bargain for strategic locations. January is a slower month while most regular clients are holidaying, she wanted to do some renovations and upgrade fitouts.
Upon understanding her whole business and her personal goals, we were able to obtain a $100K approval for her to spruice up her outlets. In addition, she has also come on board as our accounting client and currently working with our mortgage division to finance her upcoming investment property.
She was delighted to have found us as a complete finance and advisory partner.
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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