Real time accounting offers many benefits for business owners! It is something we implemented at…
Good Customer Outcomes – Leveraging the Market!

In an environment where there has been a lot of negative press, it is easy to lose sight of the good customer outcomes most brokers achieve on behalf of their clients! The value and balance brokers bring to the bank – client relationship.
Business by its very nature is dynamic and demands quick insightful decision making. However, the experience of many business owners is that their finance and banking arrangements lag well behind.
The Business Evolved but not the Banking!
By way of example, a client, who was a very experienced business owner, had become frustrated with his bankers.
He felt whilst his business had grown and evolved, his banking arrangements failed to reflect the changes that occured
Indeed he felt his banking arrangements were hampering his day to day operations.

The challenge presented!
The Pathway to a Good Customer Outcome!
Finance Proposal
Key Changes Requested
Action
A Fair and Balanced Tender Process!
A Good Customer Outcome Achieved!
In addition, our detailed Finance Proposal, which the client got to review before submission to the Banks, helps ensure the understanding of the business and their requirements is built on solid foundation.
Summary
This is but one experience which highlights the value of regularly undertaking a full review of your banking arrangements and a robust tender process.
It also does not always involve a change of Banks but ensures that any finance structure is appropriate for the business and truly market competitive.
If you are frustrated with your Bank, and believe they don’t understand your business, don’t hesitate to get in touch!