steward funding e brochure

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FUNDING M 0429 988 326 T +61 7 5539 1685 E [email protected] Suite 207E/1 Marina Drive, Marina Residences, Royal Pines Resort, Benowa, Queensland 4217 PO Box 4621, Ashmore LPO, QLD, 4214, Australia www.stewardfunding.com.au YOUR INDEPENDENT FINANCE BROKER

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Page 1: Steward Funding E Brochure

F U N D I N G

M 0429 988 326 T +61 7 5539 1685 E [email protected] Suite 207E/1 Marina Drive, Marina Residences, Royal Pines Resort, Benowa, Queensland 4217

PO Box 4621, Ashmore LPO, QLD, 4214, Australiawww.stewardfunding.com.au

YOUR INDEPENDENT FINANCE BROKER

Page 2: Steward Funding E Brochure

Steward Funding can accommodate all fundingrequests for both commercial and personal needs through an independent panel of Australia’s leading funders.

An independent finance broker operating through one of Australia’s largest commercial aggregators (FAST), our key difference and unique offering is having the independence to find the best deal andfunder to meet all of your requirements.

Our business prides itself on the ability to structure debt correctly the first time. Our extensive experience and in-depth insight of commercial and residential transactions is underpinned by knowledge, professionalism, an emphasis on relationships and effective technology and back office systems.

Steward Funding has a strong understanding of commercial transactions for professional service industries. We aim to provide the most competitive pricing whilst capitalising on the most effective security structures.

In addition to providing finance, Steward Funding can assist with business value estimations, referral networks and industry knowledge on best practice for professional service firms.

The name Steward Funding describes the intent of the business - to steward clients towards their individual funding and professional needs.

If you’re looking for access to an extensive list of providers that offer cash flow lending solutions, commer-cial property funding, self-managed superannuation funding options, equipment and motor vehicle finance and additional banking requirements, Steward Funding would welcome the opportunity to assist.

About Us

M 0429 988 326 T +61 7 5539 1685 E [email protected]

Page 3: Steward Funding E Brochure

DAVID LOFT Director

Working with some of Australia’s leading banks for more than twenty years has qualified David to lead Steward Funding. His depth of experience includes financial planning in the early 2000’s during the introduction of the financial services review and compliance accounting in a public practice as the goods and services tax was introduced to the Australian tax system.

David is committed to utilising his skills to create positive solutions for his clients that align to their needs. He has developed a reputation within professional service businesses and with Company Directors for providing property and business lending solutions through a detailed understanding of their industries and key benchmarks for success.

In addition, David has worked extensively with not for profit organisations in sport, health and other community groups. David lives on the Gold Coast, Queensland and is married with three children. David holds an MBA, a Diploma of Financial Services and a Diploma of Mortgage Broking. This, coupled with his depth of knowledge and experience, qualifies David to discuss complex lending structures and solutions.

M 0429 988 326 T +61 7 5539 1685 E [email protected]

Steward Funding is the vision of David Loft, a highly skilled professional with 20 plus years experience in providing successful and strategic financial solutions for his clients.

David Loft

Page 4: Steward Funding E Brochure

OUR FINANCE SOLUTIONS INCLUDE

- Residential home loans- Commercial property loans- Commercial loans (non-property)- Motor vehicle finance- Plant & equipment finance- Cash flow lending solutions - Self-managed superannuation lending

ADDITIONAL BENEFITS

As a client of Steward Funding you will receive the additional benefits of our private funding management service:

- Financial covenants managed and reported to the bank- Reporting covenants managed and delivered to the bank- Direct contact and follow up of all banking needs- Direct contact and follow up of future banking needs- Liaison point for the bank ensuring no time wasting for you- Assessments of new opportunities offered by the bank- Comparative quotes with other providers to ensure the best offering

M 0429 988 326 T +61 7 5539 1685 E [email protected]

Steward Funding is designed to act as your private bank manager.

Our Services

We identified a crucial need in the market to provide a service that would mitigate the concern from clients regarding a high turnover of bank managers, unnecessary correspondence from banks, and wanting the convenience of talking to one operator who can arrange everything.

Page 5: Steward Funding E Brochure

CONTACT US TODAY TO SEE HOW WE CAN ASSIST YOU FURTHER.

M 0429 988 326 T +61 7 5539 1685 E [email protected] Suite 207E/1 Marina Drive, Marina Residences, Royal Pines Resort, Benowa, Queensland 4217

PO Box 4621, Ashmore LPO, QLD, 4214, Australiawww.stewardfunding.com.au