chief financial consultant

Services

Key offerings
My Core Strengths
Lending partners

Are you struggling with

A wise financial advisor is the one who understands the challenge first

Having worked with small business to enterprises raising $2m to $50m across various industries, I have exposure to several case scenarios to find solutions to complex problems.

My key offerings

Tailored Financial Solutions

I offer customised financing solutions tailored to the unique needs and circumstances of each small business. By understanding your goals, challenges, and financial position, I can design loan packages that address your specific requirements to achieve your objectives.

Collaborative Approach

I like to take a collaborative approach to problem-solving by working closely with you and your stakeholders to understand their needs, explore alternative solutions, and overcome obstacles together.

Flexible Lending Criteria

I advocate for flexible lending criteria or alternative assessment methods that consider factors beyond traditional credit scores or collateral, such as business performance, industry trends, or future potential. This can broaden access to financing for deserving small businesses that may not meet conventional criteria.

Advocacy and Representation

I advocate on behalf of small businesses, highlighting the value they bring to the economy and the community. By safeguarding their interests and advocating for fair and equitable treatment, I can ensure that small businesses receive the support and resources they need to thrive.

Education and Guidance

I provide financial literacy education and guidance to small business owners, empowering them to make informed decisions about managing their finances, understanding loan terms, and accessing funding options. By offering valuable insights and resources, I can help entrepreneurs navigate the complexities of banking and financing.

Innovation and Adaptability

I make sure to stay abreast of emerging trends, technologies, and industry best practices in banking and finance, to better serve your evolving needs. By embracing innovation and adapting to changing circumstances, I can introduce new products, or approaches that address financing challenges more effectively.

Streamlined Processes

I help streamline loan approval processes and reduce bureaucratic barriers to make accessing financing faster, simpler, and more efficient for small businesses. By leveraging technology, automation, and digital solutions, I can expedite application reviews, minimize paperwork, and enhance the overall customer experience.

dedicated with

My Core strengths

Client Relationship Management

Cultivating and maintaining strong relationships with commercial clients, understanding their financial needs, and providing tailored banking solutions.

Risk Assessment and Mitigation

Conducting thorough financial analyses to assess credit risk, implementing risk mitigation strategies, and ensuring compliance with regulatory requirements.

Financial Advisory

Offering expert financial advice to clients, guiding them in making sound financial decisions, and providing insights into optimising their business finances.

Product Knowledge and Cross-Selling

Staying abreast of a wide range of banking products and services, effectively cross-selling these offerings to clients, and identifying opportunities for business growth.