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Business Services

  Phone 1300 634 000
 

Business Services

Business advice is another feature of our Group.

As specialists to the small and medium sized business sector (regardless of industry or profession) and Health Professionals, we offer a range of business management tools to help our clients realize the full potential of their enterprise.

Our business management support services include:

  • Advice regarding business structure and management procedures
  • Business sale, acquisition and merger advice
  • Business valuations and financial management
  • Business planning, through to strategic plan development
  • Advice regarding technology and procedural systems
  • Reviews across business performance.
Tax Planning  
 

We've developed a range of Key Performance Indicators (KPI), applicable to most business operations. Working with our clients, these Key Performance Indicators are a valuable tool in measuring and managing the performance of a business - with the ultimate aim of increasing profits and net wealth.

With an in-depth understanding of your business, we can advise you on the best financing structure to benefit your business goals - whether it’s new premises, expansion, an investment opportunity or equipment upgrades.

At the same time, we'll thoroughly review your financial position to guide you in managing your commitment levels. And we'll source the most appropriate finance package from more than 30 lenders.

My Financial Group Health can support you with a range of business lending options to cover most types of commercial opportunities, including:

  • Business overdrafts; short-term and long-term
  • Cash flow lending and debtor (accounts receivable) finance facilities
  • Business term loans, with fixed and variable interest rate options and flexible repayment options
  • Commercial investment lending
  • Property development loans; commercial and residential
  • Construction loans
  • Land sub-division lending
  • Company/Trust loans and equity lending
  • Equipment finance and commercial hire purchase
  • Motor vehicle leasing, including chattel mortgage
  • Mezzanine funding
  • Substitution of security arrangements
  • International trade finance
  • Pre-finance credit reviews and assessments
  • Commercial Loans

Commercial and business lending by nature is more complex than investment loans, demanding a level of expertise on the part of the advisor. Matthew Sukkarieh, our broker principal, has more than 20 years banking experience. He also knows the loan approval process and can present the proposal in the best light to the most likely lender to have it approved.

Matthew can take you through every step of the process and offer you advice on a variety of related issues. Call Matthew on 0413 104 120 now or email
matt@myfinancialgroup.com.au

Business Insurance

Business Insurance is a very specialized area and our specialists at My Financial Group Health are trained in ensuring that your business insurance is established to suit your tax and personal needs.

With so much at stake, both personally and commercially, our business clients can take satisfaction in knowing that an effective risk portfolio is available through My Financial Group Health.

Our Risk Insurance Solutions area provides advice and can arrange cover for:

  • Life insurance
  • Trauma insurance
  • Total and permanent disability cover
  • Income protection insurance
  • Business continuity insurance
  • Business expense insurance
  • Key person cover