Fact-find
Understand the business, funding purpose, cash flow, existing facilities and timing.
How It Works
Understand the situation before approaching a financier.
We start with the business requirement, cash-flow timing, existing financing position and information available. This helps determine which financing route may be appropriate.
THE BROKERAGE ADVISORYSituation
first.
first.
Business financing · Trade · Property · Project · Construction & Engineering
The advisory process
Assess → Diagnose → Structure → Approach.
Six practical steps sit within four broader stages, moving from the first conversation to a clear set of next steps.
Review relevant information
Look at the documents and existing obligations that bear on the financing question.
Diagnose
Identify the underlying constraint, issue or preparation gap before naming a route.
Discuss possible routes
Set out routes that may be relevant and what each would require.
Approach relevant financiers
Where appropriate, approach banks and financiers in our local and overseas network.
Communicate next steps
Explain what happens next, including where the answer is no or further preparation is required.
What to expect
The first conversation is about understanding the case.
A free financing assessment is an initial discussion only. It is not a financing approval, offer, commitment or guarantee.
- 01
Tell us the situation
Explain what you are trying to achieve, what has changed and when the requirement matters.
- 02
Bring relevant information
Where applicable, share the documents and existing facility information that help make the situation understandable.
- 03
Discuss possible next steps
The discussion can then move to relevant route considerations and what should happen before any formal approach.
Read our financing FAQs →
Route comparison
Compare possible financing routes at a glance.
Different facilities suit different situations. The right route depends on your purpose, cash flow, existing obligations and the financier’s assessment.
| Financing route | May be relevant for | What usually needs assessing | Next step |
|---|---|---|---|
| Business financing | Growth, operations, equipment or expansion | Business profile, cash flow, existing facilities and documents | Discuss your situation |
| Trade financing | Supplier payments and receivables timing | Invoices, contracts, counterparties and the trade cycle | Discuss cash flow |
| Property-backed financing | Asset-backed or larger financing needs | Ownership, valuation, existing debt and repayment capacity | Speak to a specialist |
| Project financing | Contract execution and mobilisation | Contract, payment terms, timing and supporting documents | Discuss your project |
This is a qualitative guide only. It is not an indication of eligibility, availability, amount, rate, tenure or timing. Those depend on the information provided and the relevant financier’s assessment.
Start with the situation
Ready to start with the situation?
Begin with a free initial assessment. We will understand the requirement first, then discuss the possible next steps.