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Real Estate Group

This client is a successful real estate group of businesses that buy, sells, manages residential and commercial properties throughout Victoria.

They have a total annual revenue of $20M+ and commercially smart about their investments. They have ongoing opportunities to secure commercial properties and rent rolls .They needed a finance product that can give them the ability to quickly secure these opportunities when they arise.

Initially seeking $200,000 term loan; we got them a $300,000 overdraft with minimal paperwork. They saw the benefits of this overdraft as it meant they did not have to re-apply each time they payout their loan. Also the ability to control interest cost by having the flexibility to make lump sum payments towards their outstanding balance.

  • $300,000
  • Overdraft 5 Year facility
  • Unsecured
  • 3 Day Turnaround
  • Victoria
  • "Dedicated"


    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"


    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"


    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"


    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"


    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"


    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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