Finance that respects your structure.
When your borrowing needs involve private arrangements, family trusts, discretionary trusts, or complex ownership structures, Oakwood Finance provides tailored lending solutions that align with your goals and protect your assets. Our approach is discreet, strategic, and grounded in clarity -ideal for clients who value control and confidentiality.
Why choose private or trust-based lending?
Asset protection & flexibility: Trust structures can shield assets and optimise tax outcomes while enabling strategic property acquisition.
Speed & simplicity: Private lending offers faster approvals and flexible terms compared to traditional banks – ideal for time-sensitive transactions.
Tailored solutions: Whether you’re leveraging equity, managing intergenerational wealth, or funding a development, we structure loans to suit your trust deed and objectives.
Role of a Broker
As a broker, we provide guidance and support tailored to buyers at every stage in their journey, helping to demystify the lending process. Our services include:
Market Knowledge: We offer insights into the latest loan products from a range of lenders, ensuring you’re aware of all available options.
Personalised Service: By understanding your specific needs and financial capacity, we can identify loan solutions that align with your goals.
Application Process: We assist in preparing and lodging your loan application, ensuring all necessary documentation is in order and compliance with lender requirements is met.
Communication: We act as the point of contact between you and lenders, managing negotiations and correspondence to streamline the approval process.
Ongoing Support: From pre-approval to settlement, we provide continuous assistance, answering questions and offering guidance throughout your finance journey.
If you’re ready to take the next step, please reach out to our team today.
