Financial Planner – Finance – Latest Offers

Acceptable Loan Purposes:home-loan-1-04

  • To purchase an existing portfolio (can include buying out an outgoing director).
  • Working capital up to $50,000.
  • Refit of premises or refinancing of existing.

Approval Criteria (Exceptions May Apply):

  • Are authorised representatives / members of an accredited dealer group OR
  • Independent advisors (where renewal income and FSR compliance can be verified).
  • Have a minimum annual revenue of $750,000.
  • Where the Bank holds (or will hold) the main operating account.
  • Minimum of 5 years industry experience with a minimum of 3 years experience running a successful financial service business.
  • Ability to demonstrate the consistent application of business processes and service (e.g. process documentation supporting consistent delivery of service).
  • Strong and stable personal financial position.
  • FSR compliant.

Why Use Naritas?