Finance options for Financial Planners

Ensure your practice access the most suitable and competitive finance products which allows it to take the next step.

Whether you're looking to acquire a client book, expand your practice, or secure working capital, Acceptance Finance has access to tailored finance solutions designed specifically for Financial Planning firms. We understand the unique challenges and opportunities in your industry, and we work closely with commercial lenders to help you access competitive rates and flexible loan structures.
Loans for Financial Planning

Need funding for Business Acquisitions and practice growth?

Looking to buy an existing financial planning practice or commercial premises? Our lender panel can provide solutions that allow:
 
  • Can accommodate small practices and larger self licenced groups.
  • Loan sizes up to $25m
  • Borrow up to 3.7 x EBITDA
  • 15 year loan terms
  • Flexibility over GSA (General Security Agreement) and director’s personal guarantees
 
Lenders assess each application individually, so a strong business plan and financials are essential. Our brokers can help you prepare a compelling application that highlights your strengths.

Meet our Financial Planning lending expert

Sally Whitworth

Sally Whitworth

Finance Broker

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