Context before products.
Understand what the funding needs to achieve before considering how to arrange it.
About Edgeview Finance
A person in
your corner.
A plan in front of you.
Finance guidance built around the business you have built, and the life alongside it.
Book your Finance Readiness Check
01The business behind the numbers
A funding decision
never sits on its own.
An equipment purchase affects working capital. A premises move changes the operating buffer. A home loan can depend on the business behind the income.
Edgeview Finance was founded in 2015 to help owners navigate those connections. We begin with the context, then work through the structure, the sequence and the lender requirements.
Dan Peters began his career as a business banker with one of Australia’s Big 4 banks. He has more than 20 years of banking and finance experience and more than 10 years of MFAA membership.
Dan holds a Diploma of Finance and Mortgage Broking and an Executive MBA in Corporate Finance from Bond University. He is the founder and director of Edgeview Finance (Edgeview Mortgages Pty Ltd, Australian Credit Licence 459287).
Our focus is established Queensland trade and service business owners. People making real decisions about the next stage of a business, often while balancing the commitments of a family and a home.
An example of the questions we ask
A new machine and larger premises may both make sense. The order can matter. We look at the timing, existing commitments and cash the business needs to keep operating before considering the funding options.
An illustrative explanation of how we reason, not a client outcome.02How we work
How we work
Clarity before commitment.
Know what to prepare, what comes next and where the pressure points sit.
A person through the process.
Where you proceed, we manage the lender communication, conditions and steps towards settlement.
The right place to start
Let’s map your next move.
A clear conversation. A considered next step.
Book your Finance Readiness CheckComplimentary · 20 minutes · No obligation