Book a complimentary Finance Readiness Check.
A diagnostic call that maps your next 12 months of funding moves — in the right order, with the right lender profile, and with a clear picture of what to prepare.
A plain-English diagnostic call.
A Finance Readiness Check is a complimentary 20-minute diagnostic call with Dan Peters, finance broker at Edgeview Finance. In one conversation, we cover:
- Where the business has been and where it is heading
- What funding decisions are coming up in the next 12 months
- What order those funding moves should happen in
- What lender profile is likely to fit the business structure
- What to prepare before the next application
- What cash-flow risks to plan around
You leave with a Finance Readiness Roadmap — a clear, structured view of the next funding sequence that you can act on.
This is not financial advice, tax advice, legal advice, or a credit recommendation. A Finance Readiness Check is a broker-scope planning service for business owners who want clarity before they commit.
Most useful if you are…
- An established Queensland business owner planning a major purchase — equipment, vehicles, plant, or premises — in the next 12 months
- A business owner managing cash-flow pressure, ATO timing, or working capital gaps
- A business owner considering refinancing existing debt or restructuring facilities
- A business owner looking to grow but unsure what funding sequence makes sense
- A business-owner home buyer or investor needing to align personal and business finance
- An accountant or adviser with a client heading into a major funding decision
Your Finance Readiness Roadmap.
After your Finance Readiness Check, you leave with a Finance Readiness Roadmap that covers:
- 01 Funding sequence What to do now, in the next quarter, and before your application.
- 02 Lender readiness Your likely strengths, gaps, and lender-policy friction points.
- 03 Document readiness What your accountant, bookkeeper, and you will need to prepare.
- 04 Cash-flow guardrails Timing, repayment, tax, and working-capital pressure points to plan around.
- 05 Scenario pathway Apply now, prepare first, refinance, wait, or revisit after a milestone.
No commitment required. No pressure to proceed with Edgeview Finance. A Finance Readiness Check is a planning service, not a sales call.
Accountants and advisers — refer a client.
Help your client avoid a funding surprise before their next big business move.
A Finance Readiness Check flags readiness gaps, documents the funding sequence, and gives your client a clear picture of what's needed before they commit — without you having to do the finance leg-work. Refer a client and we will keep you across the outcome.
Edgeview Finance is a Queensland mortgage and finance broker. Dan Peters works with established Queensland business owners on equipment, commercial property, cash flow, and business-owner home lending.
Finance Readiness Check — common questions.
- Q What is a Finance Readiness Check? A Finance Readiness Check is a complimentary 20-minute diagnostic call with Dan Peters at Edgeview Finance. It maps your business context, upcoming funding decisions, and lender readiness, then produces a Finance Readiness Roadmap — a clear sequence of funding moves for the next 12 months. It is a broker-scope planning service, not financial advice or a credit assessment.
- Q Who is a Finance Readiness Check for? A Finance Readiness Check is for established Queensland business owners planning equipment, property, cash-flow, refinancing, or business-owner home-lending decisions in the next 12 months, and for accountants or advisers with clients approaching major funding decisions.
- Q What do I get from a Finance Readiness Check? You receive a Finance Readiness Roadmap covering your funding sequence, lender readiness, document readiness, cash-flow guardrails, and a recommended scenario pathway (apply now, prepare first, refinance, wait, or revisit after a milestone).
- Q Is a Finance Readiness Check the same as a loan application or pre-approval? No. A Finance Readiness Check is a broker-scope planning service, not a credit assessment, pre-approval, or lender commitment. It maps what you need to prepare and what the likely lender landscape looks like for your situation.
- Q Do I need financial documents ready before a Finance Readiness Check? No. Bring the story of your business — where it has been, where it is going, and what decisions are coming up. Documents come later, once we know what is needed and in what order.
Ready to map your next 12 months of funding?
A plain-English diagnostic call. Broker-scope planning only. No commitment, no sales pressure.