Broaden your client service offering
By partnering with a full service financial brokerage that will ensure your clients have access to finance solutions to help business owners and individuals achieve their goals.
Trusted by Accountants and their Clients
Accountant Financial Services was established in 2019 by experienced finance professionals, partnering with accounting firms to deliver financial services solutions to their clients.
We can engage with your clients using your accounting firm brand (White label), giving a sense to clients they are dealing with the wider team at your firm. Alternatively we can engage with your client under our brand.
We understand the importance Accountants place on their reputation and relationship with their clients, you will not introduce other service providers to your clients unless you are certain your clients will be looked after.
It is our vast experience in Partnerships and delivering on client outcomes that makes our model unique, yet simple - build a strong working partnership with Accounting firms and delight their clients.
Business and Consumer Finance specialists
Business clients will access funding solutions to acquire equipment, ease cashflow constraints and grow their business.
Homes and investment properties are the largest purchase many clients make, we help navigate the process and choose suitable Home, Investment Property and Car loans.
Home Loans
We are experts in matching our clients circumstances and needs with the right mortgage lender.
It's no surprise that over 76% of all home loans in Australia are facilitated by a finance broker. We have access to over 45 different lenders to ensure we can deliver the best solution at the best rate.
Competition amongst lenders is good for consumers.
At the core of every interaction is our commitment to finding the right solution that serves our client's best interests.
Banks directly can't do this as they only have one solution they can sell you, whether it's the right fit at the the best rate or not.
Car Loans
Consumer Car loans
We will advise and assist your clients in obtaining car finance independent from dealers, giving flexibility of where and from whom they purchase their next car. Be it a new or used car, from a dealer or private sale.
We are seeing more and more, clients are looking for car loans away from the dealership offered solutions where the offer is often very prescriptive, time consuming and at higher rates.
Our solutions are bespoke for each client, delivering flexibility on term, deposits and residual values to achieve repayments that fit within client budgets.
Car Lease
There are many options available to Sole traders and Business owners to fund their next vehicle, be it their first company car or adding to a growing fleet.
We spend time to understand client requirements to structure the agreement with not only the lowest interest rate, but also the right term and residual value and deposits to arrive at an affordable repayment.
New, used or light commercial, we can even finance the tray fit out on a ute.
Also, lenders are offering lower rates to acquire electric vehicles.
Equipment Finance
We help businesses acquire the equipment they need, including:
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Plant & Equipment
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Trucks and trailers
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Farm equipment (Harvesters, tractors, etc.)
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Yellow goods (excavators, bulldozer, skid steer, etc.)
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Office equipment / technology
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Healthcare
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Manufacturing
Debtor and Trade Finance
No longer viewed as a last resort for a struggling business.
Used effectively Debtor Finance allows businesses to utilise the value that exists in their debtors ledger to smooth cashflow and allow them to take advantage of opportunties they may have historically passed on due to cashflow constraints.
Commercial property & Business finanace
The investment in and owning commercial property is becoming very popular.
Some of our clients us their Self Managed Super Funds (SMSF) to purchase their place of business, rather than continuing to rent.
Others are simply investing in property, be it to rent out as an in investment or be an owner occupier.
Finally, there are many options for business owners to utilise equity in property (residential or commercial) as security against business loans.
This is a popular way for established businesses to continue to grow, especially when opportunities present themselves that require capital and is a far less expensive option to unsecured business lending.
Why us
When clients change their Accountants, it is often to a larger firm, where they perceive they will derive a benefit.
Larger Accounting firms promote "breadth of Product" as a key reason to choose them. They are not just doing the compliance work for their clients, they offer
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Consultancy & Business Advisory
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Wealth Management (Financial Planning) & insurances
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Business and Consumer Finance
plus other bespoke offering depending on the firm and expertise.
Managing Partner and Lending Specialist
Gavin brings over 25 years of Financial Services experience to every client interaction.
Having worked for local and international Banks and Finance Companies, servicing small to medium businesses and consumers with a broad range of finance products.
Gavin is able to bring his own business ownership experience to assist business clients with the challenges they face whist running successful growing businesses.
Gavin Judd
Managing Partner
Contact Us
Authority to engage in credit activities
Accountant Financial Services Pty Ltd ABN 47 637 902 544 is authorised under LMG Broker Services Pty Ltd ACN 632 405 504 Australian Credit License 517192
The information provided on this site is on the understanding that it is for illustrative and discussion
purposes only. Whilst all care and attention is taken in its preparation any party seeking to rely on its
content or otherwise should make their own enquiries and research to ensure its relevance to your
specific personal and business requirements and circumstances. Terms, conditions, fees and charges
may apply. Normal lending criteria apply. Rates subject to change. Approved applicants only.