Quadrant Advisory

VISION – to be the trusted banking and risk advisor of choice PURPOSE – we educate and assist business owners and directors to be proactive to get the best out of their financial relationships We create value for our clients by: Our independence – we are not brokers so we are not tied to any financier. Our experience – our combined experience gives our team unique insight into the operational and decision making processes of the banking industry. Our profile – we know, are known and respected by all the institutional financiers operating in Australia, creating a significant advantage for our clients. Our knowledge – we have up to date and extensive industry knowledge and keep clients informed about the latest financial offerings available in the marketplace. Established by partners of Lavan, one of the largest independent legal firms in Western Australian, and an experienced former banker, Quadrant Advisory is an independent advisory firm providing a banker’s perspective to clients both in Western Australia and nationally. The value of your business is maximised when we work as trusted advisors to: • Review your financing facilities and present concise and relevant information to your financier to ensure they meet all your corporate needs taking into account your relationship, debt structure, security provided, fees and pricing. • Provide you with a banker’s perspective in dealing with your financier by giving you a detailed understanding of banks’ decision making processes including risk rating methodology, cost of capital assessment, etc. • Act as your advocate and assist you in discussions with your financier where there is a reduction in communication or a change in your risk profile. • Help you talk to your bank about your succession plan and work with you to achieve this plan e.g. release of personal guarantees. • Provide advice on risk management and corporate governance e.g. large debtor credit risk, Risk Appetite Statement.

Capitalwise

At Capitalwise, our team can offer clear, simple advice to help empower your decision making processes to assist you in taking control of your financial future. We know how to get the answers you seek through our own business relationships and experience. Our team is committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the service you receive comes from years of advanced training, financial acumen, technical and industry experience. Capitalwise knows how busy you are personally and professionally. Therefore we have established a team of professionals so that you can get the majority of your financial needs met under one roof. Capitalwise offers a wide range of services to our individual and business clients. We always give benefit to our clients by offering a personalised and quality service.

Envest Investments

Envest is a private, entrepreneurial, equity investment business that focuses on investing and supporting insurance and financial services businesses. We do this by acquiring minority interests in insurance-related businesses that we believe in and supporting those businesses to achieve their growth objectives.

delphic group

Delphic Group provides risk management, insurance, business advisory and finance solutions for clients ranging from residential to corporate. We are a Melbourne based group, and passionate about aiding growth and protecting businesses in this great city and helping companies expand nationally and internationally. We regularly partner with other companies to provide tailored and innovative solutions for their clients and will happily provide specialist consulting services.

Cluey Home Loans

Cluey is an online home lending platform that helps you find best loans on the market whatever you situation. Cluey guides you through the application process, giving you a simple and fast way to get approved with any major Australian lender. You can apply online, anywhere and anytime, with support from our experienced and local lending specialists.