Who we are
We have a broad cross-section of clientele.
Ranging from Corporate Executives, Business Owners, Developers, and institutional clients.
All are treated as VIP.
We have vast experience in:
Raising and refinancing debt and equity.
Preparation for luxury residential or asset purchases,
Medium to large development and construction finance.
We have deep, personal connections with a wide range of Australian and International banks, venture capital firms, private equity firms, family offices, high and ultra-high net-worth individuals, financial institutions, and corporate venture arms.
One: Diagnostic & Information Memorandum
A detailed assessment of your asset portfolio identifying opportunities to reduce costs and improve terms.
Creation of a detailed information memorandum that integrates directly into lenders' credit assessment processes and systems.
Two: Market Engagement
We have been dealing with major banks for the last 35 years and hold executive relationships which can help fast-track deals.
We also have deep relationships with alternate funders in the mortgage fund, family office and private funder ecosystem.
Three: Negotiation and Financial Close
Leveraging our experience, relationships and market knowledge, we deliver a superior outcome reducing expense and improving terms.
Four: Implementation and Management
We engage directly with the Lender's team to ensure a successful implementation.
We manage the ongoing relationship with the lender for the life of the loan, managing payments and debt covenants for the life of the loan.
Melissa Ashcroft is the General Manager of The AAA Financial Group and heads up the debt advisory arm of the business.
She has over 15 years of experience in Debt Advice and Origination.
She has many industry accolades and prides herself on providing results, confidentiality, and authenticity.