We are finance veterans and offer a range of services to cater for your finance needs
Feel free to let us know how we can help – the best plans start with good conversation
Recognising that every situation is unique, oak+stone deliver a tailored approach in achieving a solution that works for you. Clients choose us because we level the playing field by going to the banks on your behalf and winning the best possible financing arrangement for your business, your family, your lifestyle.
“I wouldn’t put this in front of you if I wouldn’t do it myself”
Services For You
Whether you are in the market to purchase property, improve your business cash flow, or even step up your operation with new equipment, take a look at our areas of service below.
FINANCE-ABILITY REVIEW
Major finance review, big project or expansion plans on the card? Get us involved in the early stages as we have helped shape and mould several projects to make financial close an easier and quicker process.
Understanding your capacity is critical for the decision making of business owners, boards, key management and decision makers. With a deep understanding of the evolving credit appetite that many banks have, we give you direction and confidence through conducting a comprehensive analysis and report on your current and proposed financing ability.
When you are ready to pull the trigger, we roll our sleeves up and help execute these plans in line with the right strategy for you and your business.
BUSINESS FINANCE
Each business needs the correct funding strategy to cater for its unique circumstances, whether in growth, decline or recovery.
oak+stone helps you convey the right story, interpret the information you receive and advise the next steps.
We have access to a huge market of Business Finance providers overing overdraft, invoice finance, trade finance and fintechs to facilitate your specific needs. Add to the mix the Government guarantee funding streams, it creates for a complex but exciting journey ahead.
Consideration is certainly given to interest rates, security, terms, limits, covenants and personal liability, to name a few.
Focus on your business and let us look after this for you.
EQUIPMENT FINANCE
Trucks, Trailers, Excavators, Loaders, Bobcats, Medical Equipment, Store fitouts, Manufacturing Lines, Recycling Equipment, Waste to Energy plants, Planes, Helicoptors – we have funded it all.
We understand equipment and machinery for your business are essential for productivity.
Your clients don’t often give much lead time for new equipment and oak+stone is here to fast-track the financing process and arrange a deal that specifically meets your needs.
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
Having a roof over your head and building wealth through residential property requires the services of an experienced finance broker to work closely with you and other stakeholders to ensure your financial objective is aligned to your investment goals.
To reduce the red tape and finance your ideal home quickly, oak+stone helps you avoid tedious running around, endless negotiations and filling out complicated bank forms.
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.
“Brett is very experienced. I am at ease knowing I am getting the best result for my business.”