Why Use a Broker?

It is critical to receive good advice from someone not tied to one lender or set of products. The person you choose must be conversant with business, taxation and asset protection structures.

It is a very common practice for banks to want to cross securitize their client’s assets. We are strongly opposed to this practice as it ties up your assets and limits your control and future ability to invest. The equity in each and every property should stand alone.

We specialize in structuring loans to suit individual needs and circumstances. With our combined backgrounds in accounting, financial planning and business we have a wealth of knowledge in this area.  We also understand how to present your deal to the lender to achieve the best outcome.

We can assist in structuring loans for investors, self employed, business people with complex structures, people who may have had credit difficulties in the past as well as the most simple of deals.