Working closely with advisers for the best lending outcomes
No more chasing bankers and brokers and wasting time explaining your strategies. We look after your clients and keep you informed along the way.
Presidio Finance Consulting provide direct credit solutions and brokerage services to advisory clients. Your clients will benefit from a collegiate approach to credit advice with a particular focus on ensuring the finance is undertaken with the adviser’s guidance and in line with your client’s financial plan.
We specialise in securing finance for people with complex situations. We take on the hard work in dealing with the banks for you, to ensure you get the best outcome with the minimum work and hassle at your end.
The integrated finance difference
Advisers will be noted as the key contact for future client interactions so that any proactive client contact can be relayed back to the adviser office for review within the context of the client’s financial plan.
All adviser–client lending review dates will be noted, and the adviser will receive:
Timely updates and changes
A timely update on the client’s lending position and any recommended finance changes for use in your review.
Protection of client relationship
The client will always be referred back to you for any matters outside of our lending advice.
Rate review request
A rate review request with existing lenders to ensure that the client is on the optimal rate with the lenders they use compared to the wider market.
Potential revenue uplift
Potential revenue uplift opportunities available to your practice.
You are the trusted adviser
Our service is designed by advisers for advisers. We understand the crucial element that lending can play in your client’s financial situation and the impact this can have on the relationship with your client. We also understand the key trigger points where new or updated advice is essential and will direct your client back to you at these times.
We make it easy for you to help your clients with their lending requirements and ensure you are always at the centre of the relationship as their most trusted adviser.
