top of page

Sphere of trusted advisors, solving problems together.

Windsurfing Team

Let’s identify your priorities, passions and pain points, and allow your resources to work in synergy.

There are many scenarios where we work in tandem with Accountants, Solicitors and Financial Planners to formalise a solution.

Many of our clients have a team of trusted advisors around them to aid in their decision-making process. Thereʼs a lot to be said for having a team of experts who can add value to both sides of your balance sheet.

We use this cohesive approach so that you can benefit from holistic advice regarding your borrowing capacity, capitalise on any goverment incentives you may be entitled to, and devise the most tax effective structure aligned to your set of circumstances.

By connecting us to your advisory team, we can expedite your funding process by providing the lender a clear and concise picture of your statement of position.

    bottom of page