Key Partners

Business Partners

Niche Finance is closely aligned to industry related businesses that are specialists in their specific field & require our professional independent services as a holistic offering to their valued clients. We tend to work very well as a team to cover all needs our client or our partner’s clients when required.

Niche Finance deals primarily with 5 types of business to business partners:

Investment Property Consultants

Primarily this segment of the real estate market has typically dealt with clients wishing to use equity in their owner occupied home to leverage the purchase of investment property outside superannuation.

This group utilise our services to help their existing & new clients purchase property for wealth creation & tax effective strategies & also offer options to finance inside a self-managed superannuation fund where appropriate. They use our services at Niche Finance as accredited Mortgage Broker to setup the finance arrangements to complete the sales process.

Accountants

We are closely aligned with many clients professional Accountancy firms who advise in the taxation and compliance work required for most tax effective structures to purchase investment property or business & vehicle / equipment loans.

We work with a number of self-employed clients so working closely with their accountants is vital for the best outcome for our client’s individual scenario.

Self-Managed Super fund experts

We work with licensed & highly qualified Self-Managed Superannuation Fund (SMSF) specialist advisory firms, who focus on helping clients to take control of their superannuation and grow their retirement savings through direct investments. They utilise a variety of tools and strategies that can include the purchase of direct residential investment property.

They set up and manage the intricate ongoing structures required to achieve the client’s wealth creation objectives in the most tax effective and cash flow positive manner.

Financial Planners

We also work closely with clients professional qualified financial planning advisors who typically require our services to assist with setting up loans linked with wealth creation, retirement planning & gearing strategies. These strategies can involve managed funds, shares & property.

Insurance

We have direct referral arrangement to offer our clients quotes with ALLIANZ for general insurances & ALI for offer mortgage/loan protection & income protection insurance. It is our duty of care & responsibility as your finance broker to confirm you have cover in place & if not offer you a solution.

Want to know more?

If you would like to discuss or find out more about Niche Finance Business 2 Business partnership services, please contact us directly or email info@nichefinance.com.au