Bank / investor applications and negotiations

Robust finance applications for new/existing banking or investor purposes.

The Anson Approach

Applying for a bank loan, with either an existing or new bank, is often left to the banker, reducing your control over the process and ultimately options available to you. But by utilising an independent, external banking specialist, you gain input, control and leverage to negotiate your best outcome from multiple bank offers. The same process can be used when approaching investors.

Anson Advisory develop robust finance applications for new/existing banking or investor purposes. We assess and present your financial situation in a manner highly regarded by banks and to maximise your borrowing capacity. We consult you throughout the process, ensuring all of your banking needs will be serviced, and advise clients of unrealistic expectations. This means ensuring the application will be ‘bank-acceptable’, or develop a plan for our client to submit a ‘bank-able’ application in the future. The completed work is quickly and easily updated when a client is in a position to seeking funding.

Testimonials

We have known and worked with Stirling Tavener from Anson Advisory for many years. Stirling has great expertise in finance, banking, business development and management. Stirling has successfully applied for grants and tenders on behalf of our businesses and his research and inputs have been outstanding. We highly recommend Stirling to any private individual or businesses who seek finance, business development and management advice and successful outcomes for tender and grant applications.

Franziska Inderbitzin
Red Valley Farms Pty Ltd - Farming

Stirling was extremely efficient, he gave us structure and motivation, simplified our processes, saved us a bunch of money and helped us develop a strong business strategy to grow our business through the next decade. Thank you very much for reducing our stress level and we look forward to working with you further.

Ian Wallace
Wallace Quarrying & Mining Pty Ltd - Mining & quarrying

We have known Stirling from Anson Advisory for a number of years, having met when looking to purchase a business. To which he later became our business banker. Whilst he wasn't in the town we eventually purchased our business in, he had won us with his attention to detail to go over and above what's required with a professional and broad knowledge of not just the banking sector but a thorough knowledge of all facets of business related issues or topics. We subsequently reached out some years later when attempting to grow our business and obtain support with grant preparation as we knew from previous experience his professional acumen was outstanding. We have now been approved for the grant applied for, which is a monumental win for a SME that is usually reserved for much larger operations. The department delivering the funding was extremely impressed with the detail and content provided mentioning that "it was amazing and stood out from over 276 shortlisted applications" Stirling we couldn't have done it without you. If you are looking for professional business services in finance or the broader business scope you need to reach out to Anson Advisory today.

Townsville Eco Resort Caravan Park
Four months into business coaching with Stirling, juggling three businesses, he really has connected the dots, and we are now seeing exponential growth! Would highly recommend giving him a call if you're looking to grow your business or upskill yourself in business management.

 

Sam Smith
Electrical, mining & entrepreneur
Stirling was brilliant! His advice in relation to budgets and the spreadsheets he created were excellent. I would highly recommend Stirling to any of my associates.

 

Brooke Quartermaine
Aviation & holiday parks

Enjoyed working with Anson Advisory, helped us achieve our goals and so much more. Made us feel like a friend not just another client.
Highly recommend Anson Advisory!

Erin Garde
Grazier & heavy machinery
Stirling Tavener is extremely professional, quality of services requested and delivered was outstanding. I would highly recommended this company. Very knowledgable in professional development.

 

Katrina Bath
Healthcare

I have been extremely privileged to have had Stirling Tavener provide business support to my company periodically for more than a year. His contributions have been wide ranging and also deep and complex, covering the functions of market analysis, financial analysis, management reporting and process improvement.

Very quick to grasps the concepts of my business, Stirling brought to bear his extensive knowledge of other industry sectors in which he has worked, his deep analytical skills and his experience in the banking sector to help us better understand our business’s key cost and performance drivers.

In addition, Stirling was able to translate the resultant metrics into practical action plans which defined cost and profit drivers, areas of risk, and where improvement was required.
I highly recommend Stirling’s services to any business; perhaps for just a ‘health check’ to see where or how you could improve or for a thorough, very quantitative analysis of the complexities of your business.

Gordon Wellham
Exemplar Coaches

We work for you

Anson Advisory’s experience and processes allows clients to know the full strength of their banking/investor opportunity, and can therefore take the funding request to multiple banks or investors, thus maximising offers received. Multiple finance offers gives OPTIONS, which gives negotiation ability, which leads to the best outcome possible.

Contact us

Anson Advisory consultants are highly mobile, working on and off-site and customise to our clients’ requirements. Contact us to get in touch with one of our professional advisors

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