Funding sequence
What to do now, what can wait, and which move should come first.
The Finance Readiness Check
Less uncertainty.
A clearer next move.
A complimentary conversation that maps your funding decisions before you approach a lender.
Book your Finance Readiness Check20 minutes with Dan Peters · No application or obligation
01A useful first conversation
Start with the story.
We’ll ask the right questions.
Equipment. Cash flow. A property decision. Or several moves that need to work together.
We discuss the business, the decisions ahead and the pressures behind them. Then we identify the funding sequence, the readiness gaps and what to prepare.
The Check is most useful for established Queensland business owners, and the accountants or advisers supporting them.
02What you leave with
Your Finance
Readiness Roadmap.
A documented sequence for your next funding decisions.
Something to act on, not another conversation to untangle.
02 / After the Finance Readiness CheckThe same business.
The same business.
A clearer way forward.
YOUR FINANCEREADINESS ROADMAP
01Funding sequencePut the moves in the right order.
02Lender readinessKnow what needs attention first.
03Document readinessPrepare the information that matters.
04Cash-flow guardrailsKeep the operating buffer in view.
05Scenario pathwayApply, prepare, refinance or wait.
A documented next step. Before lender matching.
Lender readiness
The strengths, gaps and policy questions to work through before an application.
Document readiness
What you, your accountant and your bookkeeper will need to prepare.
Cash-flow guardrails
The timing, repayments and operating buffer the plan needs to respect.
Scenario pathway
Apply, prepare, refinance or wait. A next step that fits the situation.
Broker-scope planning only. The Check and Roadmap are not financial, tax or legal advice, a credit assessment, pre-approval or a lender commitment.
03What happens next
A pathway.
Without the pressure.
01
Understand the business.
The opportunity, the pressure, the plans. Start with what the funding needs to make possible.
02
Map the way forward.
Put the moves in order. Identify what needs preparing and where cash flow needs protecting.
03
Then, the right lender.
When you are ready to proceed, match the structure to the lender and manage the application.
Sometimes the right next step is to prepare, restructure or wait. We’ll say so.
Before you book
A few fair
questions.
Do I need documents ready?
No. Bring the story of the business, your plans and the decisions coming up. We work out which documents matter and when you will need them.
Is this a loan application?
No. It is a broker-scope planning conversation. The Check is not a credit assessment, pre-approval or a commitment from a lender.
What does the Check cost?
The Finance Readiness Check is complimentary. There is no obligation to apply for finance or proceed with Edgeview Finance. Many standard loans are lender-paid. Complex or non-standard work may involve a written client fee. How fees work.
Can we include home or investment lending?
Yes. For a business owner, personal and business commitments often affect each other. We can include home purchase, refinance or investment lending in the same conversation.
Can my accountant or adviser be involved?
Yes. Your accountant or adviser can refer you for a Check. We can discuss their involvement and how to keep them across the next steps.
The right place to start
Bring the questions. We’ll bring the structure.
A clear conversation. A considered next step.
Book your Finance Readiness CheckComplimentary · 20 minutes · No obligation