Services Provided

Samuel finance can provide assistance in various areas of finance from personal lending to property and business lending.

More specifically, the services provided in achieving the best outcome for the client include:

  • Meeting with clients and reviewing their current borrowing circumstances and proposed borrowing requirements.
  • Recommending a funding structure for the proposed deal and strategy for approaching preferred lenders.
  • Selecting a shortlist of preferred lenders for the particular industry (commercial, rural and property deals) and specific transaction and tendering to those lenders.
  • Preparation and presentation of Credit Memoranda and supporting information for commercial, rural and property transactions.
  • Providing a recommendation of the preferred terms of finance.
  • Negotiation of terms of finance offered.
  • Reviewing existing borrowing arrangements and negotiating better terms with the incumbent bank.
  • Attending bank meetings with clients.
  • Assisting clients with government grants.