Broad-skilled Finance brokers specialising in
Business Owners and High net worth individuals.
Relationship-based, and with strong networks, oak+stone delivers premier financing services for residential, commercial, and business funding.
What We Do
We are
oak+stone
Named in accordance with our values of resilience and determination, oak+stone exists, foundationally, to be the finance broker that is ready to step into the ring on your behalf.
Existing Bank analysis; Facility Restructuring and/or Refinancing.
Understanding what you currently have and what your possibilities are adds real value to strategic planning and execution.
We offer services to gain a thorough understanding of you, your business, current position and future plans. After a comprehensive review of this information we apply our industry knowledge and networks to collate a report for your board or management team to present real options to assist your strategic planning.
Execution is the next critical step and we deliver with the following:
Business Finance:
oak+stone understand that organising finance requires time and energy – a luxury that you may not have.
Therefore, we like to learn everything about your business so that we can suggest the best way forward by sourcing a lender and negotiating a deal.
The finance industry will continue to evolve with new products and services to meet the needs of Australian business’. Our clients benefit daily from our Industry knowledge.
Equipment Finance:
No equipment is too big or too small. From vehicles, fit-outs, medical equipment, manufacturing lines to waste-to-energy plants, we have helped businesses acquire and replace over $100 million in plant and equipment.
You can leverage our experience and network to take your business to the next level. oak+stone is here to find the right lender that meets your business requirements.
Commercial Property Finance:
Hold commercial property or looking to purchase one? You understand the terminology of LVR, term, pricing, conditions and security. All of these vary greatly across finance industry in Australia making it critical that you have an experienced finance broker to work alongside you over the years ahead.
Whether you are looking to purchase a warehouse, retail or an office outlet, oak+stone will work closely with you and other stakeholders to ensure your financial goal is met.
Residential Finance:
We have access to over 30 bank and non-bank lenders and utilise the latest technology to retrieve your financial information - quickly. Our knowledge of the banking industry gives us the advantage of knowing which banks do what and the types of segments that certain banks specialise in.
The Post-COVID and Royal Commission environment has presented additional challenges for self-employed applicants in the Home Loan environment. oak+stone have the experience and network to achieve a 99% approval rate on the applications we lodge to our valued lenders.
Our Process
Understanding & Relationships empowered by technology
We are veterans in the world of finance and have a track record of winning results suited to our clients’ unique needs. Our backgrounds in banking means that we have the resources and the know-how to level the playing field so that you attain premier finance results. It does not matter how complex or difficult it may appear – we specialise in streamlining the process and taking away the stress.
ESTABLISHED NETWORKS
We have the advantage of access to multiple banks and, when required, alternate lending institutions and private funders. This allows us to assess where to go for the best funding options. Having a strong range of trusted professionals to call upon, we are equipped with an effective ‘toolbelt’ to achieve the best results for our clients.
EXPERIENCE AND UNDERSTANDING
With over a decade of working in and around banks, we know the people, the jargon, and the methods of the various banks. Combined with our understanding and experience partnering with small and medium business, we are perfectly placed to step into the ring on your behalf.
INNOVATION AND TECHNOLOGY
We surf on the crest of innovation to ensure we provide efficient data collation and filing for clients. With standardised cloud filing systems powered by our purpose-built CRM system, we retain and maintain your records over many years. Our cyber security is top notch undergoing continual staff training and have been through the ringer of a cyber security audit from a leading IT firm in 2019. Adopting the Kaizen approach to guarantee continual evolution of our internal policies and procedures to ensure that we remain up to date.
REFINED PROCESSES
DEDICATED TEAM
Founded in 2016 by Brett Woods, oak+stone works according to two principles: Looking after our clients and providing quality work. We believe that every other aspect of our business flows out of these precepts. Our team, services and systems continue to grow and evolve to meet the changing needs of our valued existing and future clients.
“From day one Brett was focussed on learning myself, the business and the industry I operate in and then was very eager to know exactly what I wanted to achieve. All this has contributed to our success together over the past 12 months. We’ve had Business growth, a major structure change and have the next few years plans in place.”
The Proof
Trusted for
Results
“I only refer my customers, friends, and family to one person for finance solutions: Brett Woods. Brett creates life long relationships with his clients through his personalised service, knowledge, experience, and professionalism. Brett is proactive, forward-thinking, and solution-focused. I’ve had several difficult situations where others told me my goals could not be achieved. Brett found solutions for me straight away and worked day and night on ensuring we achieved our goals.”
Get In Touch
