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Refinance at better rates and terms. Save thousands annually.

If you've had loans for more than a year or rates have changed, refinancing often saves significant money. We assess your current loans, identify refinancing opportunities, and execute the refinance to better terms. Common scenarios: rates have dropped, your credit has improved, or you can consolidate multiple loans.

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The Challenge

Common problems we solve

Your interest rate hasn't changed in years and you suspect you could get a better rate

You have multiple loans and wonder if consolidating would help

Your bank rejected a rate reduction request and you want to shop elsewhere

You've improved your business profitability and think you qualify for better terms

You have exit fees on your current loan and aren't sure if refinancing is worth it

What's Included

Here's what you receive

Loan Review & Comparison

Complete review of all existing loans (terms, rates, fees) compared to current market. Identifies refinancing opportunities.

Savings Analysis

Detailed projection showing cash flow savings from refinancing, net of any exit fees or refinance costs.

Multi-Lender Assessment

Assessment of which lenders would approve refinance and at what rate, given your current position and credit.

Refinance Execution

Complete management of refinance: application, approval, settlement, and loan redemption.

Debt Reduction Strategy

If refinancing saves money, we recommend strategy: use savings to reduce debt further or maintain cash position.

Why It Matters

How it works

Many SME owners keep loans with their original lender for years without revisiting. Markets change. Your credit profile changes. Your business cash flow changes. What was a good loan 3 years ago might not be now. Refinancing is underutilized: a business that refinances even once from 5.5% to 5% saves 0.5% annually. Over a $1M debt and 5 years, that's $25,000 in cash preserved for the business. Refinancing is also useful when circumstances change. A business that started with separate equipment and business loans might consolidate into one loan. A business that improved profitability might negotiate better terms. A business that built equity in property might access it for expansion capital. We proactively review loans and identify refinancing opportunities.

Annual savings quantified and transparent

Better interest rates negotiated with new lenders

Loan consolidation to simplify management

Extended terms to improve cash flow

Removal of restrictive covenants or securities

No upfront cost: refinancing fees paid from new loan

The Process

How loan refinancing works

01

Review of all existing loans: rates, terms, remaining balance, fees

02

Comparison to current market: could you get better terms today?

03

Financial projection: showing cash flow improvement from refinance

04

Multi-lender assessment: which lenders would approve and at what rate?

05

Refinance execution: application, approval, settlement

06

Debt reduction: directing savings to debt paydown if desired

Best For

Who this service is ideal for

Any business with existing loans that haven't been reviewed recently

Businesses holding multiple loans that could be consolidated

Improving business profitability that likely qualifies for better rates

Owners focused on cash flow optimization

Complementary Services

Related services to explore

Business Lending

We broker business lending from Australia's major banks and alternative lenders. Rather than applying to one bank and hoping, we position your loan request to multiple lenders, negotiate terms, and secure the best rates and structure for your business. Our lending expertise ensures your application is presented professionally with all required documentation.

Facility Optimisation

Rather than dealing with loans one-at-a-time, we take a holistic approach to your lending structure. We review all debt, identify inefficiencies, and restructure your entire facility—consolidating, refinancing, and reallocating borrowing—for optimized cost, flexibility, and growth capacity.

Financial Strategy

Financial strategy translates business vision into financial reality. We develop 3-5 year financial plans aligned with your growth ambitions, identify capital requirements, plan for profitability milestones, and ensure financial decisions support strategic goals. This bridges the gap between business strategy and financial execution.

FAQ

Frequently asked questions

Depends on your current rate, market rates, and loan amount. A 0.5% reduction on a $500k loan saves $2,500/year. We quantify savings in each case.

Some loans have early repayment fees. We calculate these upfront and factor them into the refinance analysis. Usually, savings exceed exit fees.

Some lenders have strong exit fees or restrictions. We identify lenders able to refinance 'difficult' loans and sometimes negotiate exit fee waivers.

Yes. Consolidating multiple loans into one often improves rates and simplifies management. We can typically consolidate bank loans, equipment finance, and sometimes credit card debt.

Typical fees are legal ($500-1,000), valuation if property-based ($300-500), and application fee (often waived). These are usually paid from the loan proceeds.

Can't find the answer you're looking for? Get in touch

Ready to get started with loan refinancing?

We can help you implement loan refinancing and start seeing results. Book a consultation to discuss your specific needs and explore how this service can transform your business.

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