Reviewing debt makes good sense


MonopolyDo you have multiple debts that you think may be better consolidated but its too hard to bother changing?

AS opportunities arise you take on debt. A home loan here, car loan there, business finance and maybe an investment or more. Changing or restructuring your debt seems like hard work. Banks ask so many questions and want so much financial information you don’t have on hand.

We offer Finance and Debt Management services in conjunction with our joint venture partner Vertex Finance in our Bowman St Office. Our staff are available to sit in with you during your meeting or simply be on hand if a question arises regarding your financial accounts and circumstances. Our aim is to make this process simple and easy.

Are you getting the most competitive rates and appropriate loans for your structure and financial circumstances?

Your initial debt review consultation is free. Call us on (08)64360900 to book an appointment.

Possible outcomes of 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 may 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 can 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 you switch to.

Finance options

  • 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. Call us on (08)64360900.

Accountant Perth, Accountant Albany

Request a Consultation

Book a free no obligation debt review service with Vertex.

Want to grow your business? Our Free Resources will Help