Review your mortgage, business overdraft or credit facilities

Do you have multiple debts that you think may be better consolidated?

We are pleased to offer Debt Management and Finance services in conjunction with our joint venture partner Vertex Finance (WA) Pty Ltd.

Vertex proprietor Mike Doyle is based in our Bowman St office, which means as you are getting advice about finance broking, our staff are available to sit in with you during your meeting or simply be on hand if a question arises regarding your finances.

The Debt Review Service is free of charge

We consider there to be 3 possible outcomes from a debt review:

  • We will verify that the interest rate on your existing debt structure is competitive and no changes are appropriate. This will cost you nothing and you will have peace of mind that your bank is charging you a competitive market interest rate.
  • We will recommend and negotiate changes to existing loan facilities with your bank. If this is the course of action a fee will be payable for this service and will be set at the outset of the engagement.
  • We will refinance you to a different bank if this is in your best interests. This will cost you nothing as our remuneration is paid by the bank to which you switch to.

We service all types of finance needs including:

  • Home loans
  • Business loans
  • Overdrafts
  • Equipment loans
  • Debt restructuring
  • Debt repayment plans
  • Debt reviews

Vertex Finance (WA) Pty Ltd (Australian Credit Licence No. 364299).

Align your financial management with our joint venture service providers.

With offices in South Perth and Albany we provide accounting, business and financial services to clients in metropolitan, regional and remote areas across WA. Call our central number (08)64360900

 

Request a Consultation

Book a free no obligation debt review service with Vertex.

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