We work with accountants, financial advisors, lawyers and real estate specialists to ensure our clients benefit from professional advice where required, in order to achieve their goals.
In turn, providing our services to these partners allows them to:
Reflect the company’s commitment to provide complete advice to its client base
Benefit from professional guidance, ensuring loans are consistent with overall investment strategy
Establish pro-active client management and an additional touch point for clients
Quorum
Quorum is a collaborative business community based in Perth, Western Australia.
Quorum provides structure and support for SME business owners and leaders to develop and grow their business, their networks and themselves. Quorum provides the environment to help business thrive.
Being a part of Quorum enables us to develop business partnerships to ensure we are achieving exceptional client outcomes. Quorum gives us a platform to work with all industries and ensure we have a clear understanding of the different needs of individuals and business to best advise them on their financial needs within their industry.