Lending Solutions

Trust & Company Lending

Lending for trusts and companies — with the trust structure set up in-house, so this purchase doesn't block the next one

Structured by Vineet, Founder & Principal Advisor — 20+ years across PwC, Deloitte and Protiviti.

All lending solutionsTrust & Company Lending

Who it's for

Families and investors borrowing through trusts and companies.

Trust structures set up in-house before you buy

Lending for trusts and companies — including buying under a company for a trust

Coordinated with your accountant and lawyer

Structures that keep future borrowing open

How we work

From clarity to action.

01

Strategy Design

We map your goals, structure and financial position before anything moves

02

Plan & Execute

A clear plan, the right partners and coordinated execution with your advisers and our allied network

03

Growth

Ongoing review and refinement as your business or portfolio grows

Client story

“Vineet and his team are absolutely awesome. Navigated the complex world of buying under a company on behalf of a trust for my family — even a weekend call to put me at ease.”
Andy Dial · Google review, 3 February 2026

FAQs

Trust & Company Lending questions

Related reading

Go deeper on Trust & Company Lending

Awards & Industry Recognition

  • Westpac logoWestpac Platinum Broker
  • Commonwealth Bank logoCBA Platinum Broker
TransformBiz awards — Westpac Platinum Broker, CBA Platinum Broker, Elite Broker, MFAA 2019 Business Awards, Best Customer Service winner, AFG Finalist 2019, MFAA Approved Broker

Australian Credit Representative operating under a licensed aggregator panel. Credit representative details available on request.

Ready to explore your options?

Book a Lending Discussion

Tell us about your goals and we'll help structure the right solution.

Book a Strategy Session
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