Before you apply for business finance, you need to know how much you need, what you can afford to repay and which type of funding fits. We assess your financial position, prepare lender-ready financials and forecasts, and help you weigh the options, from bank loans and equipment finance to using property equity.

Before you apply for business finance, you need to know how much you need, what you can afford to repay and which type of funding fits. We assess your financial position, prepare lender-ready financials and forecasts, and help you weigh the options, from bank loans and equipment finance to using property equity.

The right funding for your next step.
Elephant Advisory Virtual Cfo services
Elephant Advisory Virtual Cfo services

Who itโ€™s for

Who itโ€™s for

Businesses planning a fit-out, equipment purchase, acquisition or expansion, or dealing with a cash flow gap.

Who itโ€™s for

Businesses planning a fit-out, equipment purchase, acquisition or expansion, or dealing with a cash flow gap.

What's included

Whatโ€™s included

Funding needs assessment

How much you actually need, when, and what it will be used for.

Affordability and forecasts

Showing you, and the lender, how repayments fit into your cash flow.

Lender-ready financials

Up-to-date accounts, tax returns and forecasts prepared before you apply.

Options compared

Business loans, equipment finance, overdrafts, property-backed lending and more, with the trade-offs explained.

Introductions to lenders

Our finance team and lending partners can help arrange the facility once you've decided.

What's included

Whatโ€™s included

Funding needs assessment

How much you actually need, when, and what it will be used for.

Affordability and forecasts

Showing you, and the lender, how repayments fit into your cash flow.

Lender-ready financials

Up-to-date accounts, tax returns and forecasts prepared before you apply.

Options compared

Business loans, equipment finance, overdrafts, property-backed lending and more, with the trade-offs explained.

Introductions to lenders

Our finance team and lending partners can help arrange the facility once you've decided.

Our crew, is yours too.

Shehan Wijayasinghe, Managing Director
Shehan Wijayasinghe
Managing Director
Oz Karabadjak, Director of Accounting
Oz Karabadjak
Director of Accounting
Mia Burgess, Director of Digital
Mia Burgess
Director of Digital
Marissa Moro, Director of Bookkeeping
Marissa Moro
Director of Bookkeeping
Sam Draper, Director of Accounting
Sam Draper
Director of Accounting
Gavin Hepponstall, Director of Finance
Gavin Hepponstall
Director of Finance
Georgia Upperton, Operations Manager
Georgia Upperton
Operations Manager

FAQ

Let's clear a few things up.

No jargon, no runaround - just honest answers.

FAQ

Let's clear a few things up.

No jargon, no runaround - just honest answers.

What will a lender want to see?

Usually recent financial statements, tax returns, BAS, a cash flow forecast and an explanation of what the money is for.

Should I use my home as security?

It can lower the cost, but it puts your home at risk. We talk through the trade-offs before you decide.

How long does funding take?

It depends on the lender and how ready your financials are. Getting your numbers in order first is usually the biggest time saver.

Can a new business get funding?

It's harder without a trading history, but options exist. We'll tell you honestly what's realistic.

Is this financial advice?

We provide business and accounting advice. Specific credit products are arranged through our licensed finance team.