Make your tomorrow stronger, with Synergy Business Finance

In years gone by, broking and banking has been synonymous. In recent times, that’s no longer always the case – bringing an extensive number of benefits to clients in the long run.

More and more, financial professionals like accountants have seen success with the finance broker model. There’s several reasons why Synergy Accountants client’s are benefiting from the finance offering provided by Synergy Business Finance.

Accountants in broking

With an in-depth understanding of client’s business models thanks to an accounting background, putting the numbers and scenarios together for relevant finance applications is made easier and more strategic on all fronts – for the client and lender alike.

“Working with our accounting clients on finance applications allows me to bring my analytical thinking to pull the clients application together much more accurately” Synergy Business Finance Director Angie Barnard said.

“Our team are able to put together the best scenarios for our clients with an in-depth understanding of their personal and business situations” she added.

These technical skills provide a value-add for clients – saving both time and money.

“When we see clients and companies for finance requirements, we are able to instantly provide them general advice on how things can be done better from an accounting front as well. There’s a real connection between finance broking and accounting” Angie said.

A holistic approach

Giving advice for the best structure for a client’s personal finance requirements, or their business growth objectives brings the Synergy Accountants technical skills into the Synergy Business Finance division.

Angie and the business finance team bring a level of trust from a corporate accountant’s long term strategic approach to an industry that has traditionally been focused on getting the best deal on a single transaction.

Versus the approach taken by Synergy Business Finance whose key difference is looking at the long-term outcome for their clients and working holistically across both the accounting and finance outcomes.

Are you a current Synergy Accountants client with business or personal growth objectives? Our team can assist you with all your business and personal finance requirements. Making your tomorrow, stronger.

Here is what some of our finance clients have to say about working with our team..

“Working with the Synergy Business Finance team was incredibly beneficial for our business. We are in the hospitality sector and the Synergy team have successfully helped us secure both commercial and car finance in recent times.

Their processes were clear and concise, with frequent updates from the team. They worked with us from start to finish, with a clear understanding of how our business worked leading into the application process as a current accounting client of Synergy as well.

In our initial discussions their team always put forward the best structure advice for our business and personal circumstances, of which has paid dividends for us in the long run.

They really put in the ground work to ensure the best result for us, while making the process as stress free as possible. We highly recommend their team for all business finance matters.”

Shelley Porter, Porters Plainland Hotel

Disclaimer: Whilst this publication has been carefully prepared it is written in general terms and is intended as general information and to provide commentary. It does not purport to be comprehensive or render any advice. No one should rely on information contained in this publication without first obtaining professional advice relevant to their specific situation.

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