Business Financing, Funding, Loans Auckland

Stephen managed to find a deal to secure our Bussiness finance and save our small business.

From initial consultation to deal in 2 weeks, we now have investment for an infrastructure upgrade and cash on hand to survive winter trading.

I highly recommend Stephen as a Financial advisor to broker a deal for a small business operator looking to raise capital for cashflow or investment.

Thank you Stephen, you've helped keep us in the game when the Banks looked the other way, I massively appreciate your expertise in helping our family business breathing space to look toward future growth.

We had been with the same bank for some time across our businesses, but as our businesses continued to grow, we found that the level of service and commercial support we were receiving was no longer meeting our needs. The bank was slow to respond, difficult to deal with, and ultimately wasn’t able to provide the growth facility we needed to continue moving forward.

Changing banks, particularly when you have multiple and growing businesses, is not a simple process and we were initially concerned about the complexity, cost and disruption involved.

Stephen made the whole process so much easier. He took the time to understand our businesses, our plans and what we were trying to achieve, then worked hard to find us a great solution and negotiate a very competitive deal. He simplified what could have been a very complicated process and helped make the transition and transfer to the new bank as seamless as possible.

Importantly, Stephen also connected us with an excellent bank manager who has taken the time to understand our businesses and has been fantastic to deal with since making the move. Having the right banking relationship in place has made a real difference to us and gives us much more confidence as we continue to grow.

We really appreciate Stephen’s professionalism, commercial understanding, communication and the effort he put into getting the right outcome for us. We would have no hesitation recommending Stephen to anyone looking for professional financial advice, particularly business owners who need someone who understands the bigger picture and can make a complicated process much easier.

Stephen and his team were excellent when arranging finance for my commercial project. They went above and beyond and came up with a far better solution than I could ever achieve when dealing directly with a bank, even a bank I have had a lot of business with.

Highly recommend Stephen! We approached him for help with our first home loan while running a small business, which can make the process a bit more complex. Stephen was professional, honest, and patient throughout the whole journey.

He worked hard to get approval and explored different options and strategies to make it happen for us.

After about a year of preparing and working towards our goal, we finally got our home loan approved and were able to buy our first home — such a huge milestone for our family.

Very reliable and trustworthy. Stephen truly goes the extra mile to help his clients. Thank you so much!

We came to Stephen as we had an opportunity present itself to purchase a first home. However as a sole trader and first home buyer, the ins and outs of applying for a mortgage felt overwhelming and out of our comfort zone.

We were seeking an advisor who had the knowledge and experience in applying for mortgages as our situation wasn't the standard.

Stephen was recommended to us as someone who's dedication to seeing his clients succeed in getting a mortgage was second to none.

Our experience was definitely that. Having someone like Stephen in your corner during one of the most stressful purchases you make was the best decision we made.

He managed to get our mortgage approved and proceed with purchasing our first home, which we are so pleased with.

We really want to thank Stephen and Joanne for their "never give up" attitude and dedication to seeing our first home become a reality.