The Process

Our service is based on a combination of education, professional qualifications and experience. You get the professional lending skills and experience backed by a solid accounting and tax background with financial planning education and qualifications.

We will sit down and listen to what you want to achieve and work a strategy to help you do that, whether it is to finance a business, purchase an investment property, refinance to reduce your monthly commitments or achieve a lifestyle not currently possible. It is about helping you achieve your financial goals and unlocking your financial potential.

We provide for the full range of lending purposes, from residential property (owner occupier, first home owner or investment, bridging, construction including owner - builder, and seniors equity loans), to refinancing, debt consolidation, margin lending, car purchase, equipment finance, commercial lending and development.

Our services are particularly suited to people where specialist knowledge and skills are required.

Self Employed; combining business and personal needs. The finance structure needs to factor in accounting and tax implications.

Seniors; the over 60s market, working or retired. The understanding of retirement income streams, social security and estate planning issues is critical to help achieve the lifestyle goals sought and what products are available.

Commercial Funding; The accounting and tax issues are key components to correctly structure finance to achieve your needs and control borrowing costs and cash flow requirements.

Multiple Investment Property Owners; this is a different area to owning just one or two investment properties. You need a system and structure to take full advantage of the solutions, the cash flow and tax implications.

Reid Consultants offers an initial meeting at no cost to you, with no obligation, to sit down and listen to your circumstances and understand what your needs are.

From there, you can get a sense of wanting to work with us as a trusted professional or not. It is your decision and your lifestyle needs that are paramount.

Once we are comfortable with each other, then we will obtain all the personal and financial information required to form a strategy and look at the options available.

In most cases, strategies undertaken involve financing or lending and Reid Consultants will be paid by the lender. We are not employed by any particular lender and not tied into a group that offers loans at higher rates and we do not have a bias. Your success and growth is our success and growth. 

All fees will be disclosed so you will have peace of mind. There are no hidden costs.

For other circumstances where we construct wealth models for you any fees charged will be an upfront fee for services or an hourly rate. This will be agreed on before proceeding. Our Guarantee to you is this, if you are not happy with the service or the value, simply do not pay for the service we have provided.

Please contact us to make an appointment on 03 9397 7275.