• Finance for Financial Planners

    Tailor made solutions for Financial Planners and business owners operating in the financial planning industry

Understanding

As trusted advisors, financial planners play a critical role in helping individuals and families achieve their financial goals and secure their financial future. At FinNow, we understand the importance of providing comprehensive and tailored financial solutions to support the work of financial planners.

Expertise

With years of experience working closely with financial planners, our team possesses a deep understanding of the unique challenges and opportunities in the financial planning industry. Whether you specialize in retirement planning, wealth management, estate planning, or risk management, we're here to provide strategic financial guidance and access to the resources you need to excel in your practice.

Solutions

From financing trail book acquisitions, to business expansion, from partner succession to investing in technology and marketing, we offer a wide range of financial solutions designed to complement and enhance your offerings as a financial planner. Our goal is to empower you to deliver holistic financial solutions that meet the diverse needs and objectives of your clients.

Acquisition Finance

Facilities to assist with the acquisition of existing trail books and practises, merging with another firms, or expanding services into new markets.

Commercial Office Purchase and Fitout

Finance to assist with the purche of your commercial office to ensure your business has stable premises and that you can benefit from long term capital growth of the property.  Fitout Finance to assist with the fitout of your office so that you can work efficiently, including computers, software, printers, office furniture and customer meeting rooms and reception areas.

Partner Capital Buy In and Buy Out Loans

Partner Capital Loans to assist with equity upgrades and succession transfers, ensuring a smooth transition of ownership and management whilst providing liquidity to the business or retiring partners.

Insurance Premium Funding

Finance to assist with the annual payment of professional indemnity and other insurance premiums to maintain comprehensive coverage and smooth cash flow.

Working Capital

Flexible finance to acccess funds for day-to-day operational expenses such as payroll, rent, utilities and marketing.  Finance to assist you manage cash flow fluctuations and ensure smooth operations.

Personal Finance Solutions

Personal finance solutions to assist with the purchasing, renovation or refinancing of your home, investment property and other personal assets.

Operational Excellence

At FinNow, we pride ourselves on our commitment to transparency, integrity, and personalised service. We work closely with each client to understand their unique goals and challenges, tailoring our financing solutions to meet their specific needs and objectives. Whether you're looking to expand your practice, optimize your operations, or enhance your competitive position, we're here to help you achieve your financial goals.

Contact Us

Contact us today to learn more about how FinNow can support your accounting firm with innovative finance solutions tailored to your industry-specific requirements. Let us be your trusted partner in finance, empowering your firm to thrive and succeed in today's dynamic business environment.