Buying a property can be a big decision, even when it's not your first. Whether you’re buying a family home, upgrading to your next property, or planning to invest, we help you find the right loan stress free.

We’ll walk you through the process, explain your borrowing power, and help you structure your lending to suit your future plans. If you already own a property, we can also show you how to leverage your equity to refinance, renovate or grow your portfolio.

We support business owners looking to grow, invest, or acquire a second business using the strength of their existing one.

Our team can help you:

• Assess your current business position and leverage points
• Explore loan options based on assets, profits, or equity
• Structure your funding in line with your business strategy
• Find a lender who understands your growth plans
• Prepare for and meet critical deadlines during acquisition

Securing funding is just the first step, it's about creating lasting financial growth. We help you achieve both.

Even strong businesses hit cash flow pressure, a slow-paying client, a large tax bill, or a surprise expense can tighten up your finances fast. What you do next matters.

We can help you:

• Negotiate temporary relief from loan repayments or bank commitments
• Explore overdrafts or invoice finance to bridge short-term gaps
• Talk to your landlord or suppliers to buy time and protect relationships
• Review and restructure costs and funding lines
• Make a plan to get back in control

Buying or refinancing a commercial property?

We’ll help you compare the right lending options, understand the risks and make informed decisions.

If you’re already an investor or business owner with property, we can help you unlock equity to fund your next move or grow your investment portfolio.

Need new tools, vehicles or technology but don’t want to tie up working capital? We help businesses access funding to upgrade equipment or invest in what they need to stay competitive, with finance options that make sense for your budget.

If you’re juggling multiple repayments, overdrafts, ATO debt, equipment finance, business credit cards, we can help you consolidate and find relief.

By simplifying your financial setup, you can improve cash flow, reduce interest costs, eliminate administrative headaches, chart a clearer path to growth, and lower stress for both you and your team. We’ll partner with you to identify the right facility, whether that’s a structured loan or a flexible line of credit and negotiate terms that let your business move forward with confidence.

Buying a premises for your business or expanding your property portfolio? We can help you find the right loan and structure it effectively, whether you’re investing personally, through a trust, or as part of your business operations.

Already own property? We’ll help you unlock your equity to fund new opportunities or manage cash flow more effectively.

We understand business, and we understand the pressure that comes with making big financial decisions. We are here to simplify the complexities of those financial decisions.

✔ Wide lender network with options for complex structures
✔ Experienced with self-employed and business income scenarios
✔ Connected to your bigger financial picture via the wider Fortuna Advisory Group
✔ Support during growth, restructure, or recovery
✔ Plain, easy to understand advice that puts your interests first

If you’re in a strong position and ready to take your next step, or if things are feeling tight and you need breathing room, we’ll help you get the finance piece right.