Loans & Mortgages

Our strategic alliance with a mortgage broking group gives our clients  access to over 30 lending institutions who offer hundreds of different loan products.

With around 40% of Australian loans now sourced through mortgage brokers, the service is designed to:

–  Provide you with loan funds at interest rates lower than the major lenders
–  Show you the most effective way to cut years (and thousands of dollars) off your debt
–  Ensure your loan is individually structured to meet your needs

Our specialist finance brokers offer an obligation free assessment of any current loan you may have and as a guide, the brokers can assist you with finance applications for:

  • Home Loans
  • Refinancing
  • Commercial Loans
  • Investment Loans
  • Business Loans
  • Non-Conforming Loans
  • Lines of Credit
  • Debt Consolidation

 

Services We Offer

  • Business start-up
  • Business Planning
  • Management reporting
  • Budget & Cashflow forecasting
  • Establishing Key Performance Indicators KPI's
  • Business Improvement Strategies
  • Accounting system advice & support
  • Business Coaching & mentoring
  • Business Structure Advice
  • Social Media & Marketing workshops
  • Buying & Selling business advice
  • Business Succession Planning

If you’re looking for practical, down to earth business advice and tax effective solutions contact us today. We are ‘business and profit builders’ who enjoy working with ambitious business owners looking to accelerate their business success.

If you want to discuss your finance and loan requirements including vehicle and equipment finance we invite you to book a FREE, no obligation, one hour introductory consultation. You’ll get practical business, tax, marketing and financial advice that could have a significant impact on your bottom line. To book a time, call us today on 1300 789 844 or complete your details in the box at the top of this page.

Client Testimonials

“McHenry Partners have been our Accountants for many years and we have always found them to be professional and very supportive. When I retired from the business they were able to assist with the sale of my shares to the remaining partner and my transition from the business. Their Financial Planning services were able to set up my Self Managed Super Fund and help me manage my investments which I am very happy with. I have even appointed Steve McHenry as my back up Power of Attorney given the trust and confidence I have.”

Craig Harrison

“We have had a strong business relationship with McHenry Partners for 20 years now! We continue to find their accounting, taxation, business consulting and financial services to be very professional and have been a great support for us during our business journey.”

www.prestigejayco.com.au

John Spence

Prestige Caravans Geelong

“We had only been in business for 18 months and growing at a quick rate but felt we needed a mentor or coach to provide more guidance to address the ‘growing pains’ we were experiencing. Our existing accountant had prioritized a compliance focus. By moving across to McHenry Partners they were able to point out improvements to our credit policies, train us on a better financial management system and guide us on the working capital we required to support our growing business. Also introducing us to their associates to help us in areas of expertise, such as asset finance.

I am feeling more in control now and confident we can sustain our growth to achieve even better financial returns.”

www.surfcoastcabinets.com.au

Andrew Palmer

Surfcoast Cabinets

I first met with Will from Vostro Private Wealth to consolidate our personnel insurance. Will was very helpful, understood our position & organised to oversee our policies. Shortly after I needed to make a claim and through Will and Kylie the process was made easy and our claim processed promptly.

Will is now providing financial planning for our Self Managed Super Fund. He has implemented a plan we are comfortable with and look forward to working with him in the future to assist our transition into retirement.

Doug Cameron

“McHenry Partners have been supporting our building and development business for many years and find them to provide a brilliant service. I’m one to focus on the building operation of the business and prefer not to be dealing with the financial management side of the business. McHenry Partners support us with bookkeeping, accounting and tax services for a fixed monthly fee which works really well. It allows me to focus on what I’m passionate about.”

Darren Gould

Redhouse Developments

“While we felt we had great educational products and services, we were struggling to effectively market these to increase sales and our business seemed to be ‘treading water’. McHenry Partners really helped us to focus on the key profitable services and clarified the target market to promote these services. We contracted the right sales people with incentives for them to perform well. As a result our sales have doubled in each of the last two years without increasing administration staff. Our quarterly consulting meetings with McHenry Partners involving discussing our recent financial performance but more importantly guides us on what actions we need to do to improve the business over the following three months. Our business has come a long way in a short period of time.”

www.enhanceyourfuture.com.au

Donna Bowman

Enhance Your Future

Supporting Businesses & Individuals Across Greater Geelong

We work with clients throughout Geelong and surrounding suburbs, including:

Make a Change…
Get in touch

Not getting what you need from your current accountant? McHenry Partners are here to change things for the better.

Our initial free consultation will identify whether you're comfortable with our personality, style, service & value that is to be provided so you can make an informed decision to engage us.

We will provide an ethical letter to your Accounting firm advising we are managing your financial compliance obligations from here and request any information that we may need.

We will agree with you on the services you require from us over the next 12 months and agree on a fee amount and payment terms that are suitable to both parties

Book your free 30
minute consultation

Phone on 1300 789 844
or complete the form below

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