top of page
PFP_Logo_Whiteline.png
sean-pollock-PhYq704ffdA-unsplash.jpg

Build, preserve, and expand your wealth with intention.

With 25 years of financial expertise, specialising in debt-driven financial strategies for affluent professionals.

ABOUT US

Private finance solutions for affluent professionals.

At Private Finance Professionals, we specialise in delivering sophisticated loan structuring and financial guidance tailored to affluent professionals.

 

Our expertise brings bespoke financial strategies – traditionally reserved for high-net-worth individuals and families – to those shaping the future of private wealth.

We provide tailored solutions designed to align with your financial objectives, ensuring a seamless and rewarding wealth journey.

It seems to be a good proposition. Cheerful young couple bonding to each other and smiling

OUR CLIENTELE

Delivering tailored,
debt-driven financial strategies
to accomplished professionals.

OUR CLIENTELE

Delivering tailored, debt-driven financial strategies to
accomplished professionals

    • Remuneration Services – We ask less questions, because we understand
      your pay structure and trajectory.

    • Managing Personal Risk – Loan structures that consider your professional
      risk and asset protection.

    • The Nature and Structure of equity - We understand equity partnership
      arrangements, ensuring you get an optimal borrowing outcome.

    • Multi-entities - We understand multi-entity structures and why they
      exist (tax /asset protection).

    • The mechanics of business – As MBA qualified directors, we take the time to
      truly understand your business and the decisions you’re making.

    • Unconventional thinking that delivers better results - We think outside
      the square to provide a wide range of debt structuring options.

    • Remuneration Structures – Base, Bonus, Equity and every variation.
      We understand the most complex and varied income streams.

    • Personal Risk Management – Loan structures that consider your professional
      risk and asset protection.

    • Career Advancement – We focus on the future, adapting your financing
      arrangements as your roles, career, and income sources evolve.

    • Public vs Private - We understand the balance you might be seeking,
      and how your finances need to be structured in order to prepare.

    • Tax Efficiencies - We consider debt recycling strategies that change your
      financial life by eliminating non-deductible debt sooner. 

    • Personal Risk Management - We focus on loan structuring with asset
      protection in mind.

    • Access to high-net-worth solutions – We arrange direct access and collaboration
      with private banks, for seamless financial management.

    • Focus on service – We serve as your trusted confidant, maintaining an active
      partnership with your private bank as your relationship adapts to your changing needs. 

    • Focus on financial performance – Eternally connected, we’ll ensure that your bank
      remains financially competitive and putting the right solutions in front of you.

    • Remuneration Services – We ask less questions, because we understand your pay structure and trajectory.

    • Managing Personal Risk – Loan structures that consider your professional risk and asset protection.

    • The Nature and Structure of equity - We understand equity partnership arrangements, ensuring you get an optimal borrowing outcome.

    • Multi-entities - We understand multi-entity structures and why they exist (tax /asset protection).

    • The mechanics of business – As MBA qualified directors, we take the time to truly understand your business and the decisions you’re making.

    • Unconventional thinking that delivers better results - We think outside the square to provide a wide range of debt structuring options.

    • Remuneration Structures – Base, Bonus, Equity and every variation. We understand the most complex and varied income streams.

    • Personal Risk Management – Loan structures that consider your professional risk and asset protection.

    • Career Advancement – We focus on the future, adapting your financing arrangements as your roles, career, and income sources evolve.

    • Public vs Private - We understand the balance you might be seeking, and how your finances need to be structured in order to prepare.

    • Tax Efficiencies - We consider debt recycling strategies that change your financial life by eliminating non-deductible debt sooner. 

    • Personal Risk Management We focus on loan structuring with asset protection in mind.

    • Access to high-net-worth solutions – We arrange direct access and collaboration with private banks, for seamless financial management.

    • Focus on service – We serve as your trusted confidant, maintaining an active partnership with your private banker for seamless financial management.

    • Focus on financial performance – Eternally connected, we’ll ensure that your bank remains financially competitive and putting the
      right solutions in front of you.

OUR SERVICES

We offer a range of services to meet your needs.

HOME LOANS

Buying and considering the loan structure for your new home is critical to your future financial success.

INVESTMENT LOANS

Whether it’s one, or a portfolio of investment properties, debt strategy is critical to better financial outcomes.

COMMERCIAL INVESTMENT LOANS

The right commercial property investment can open the door to stable, inflation adjusted returns.

SMSF LENDING

Build a property portfolio using the long term investment power of superannuation.

VEHICLE & ASSET FINANCE

Family car, business vehicles, fit-outs, or equipment, we can assist you with a solution.

bottom of page