Project Financing Consulting | Business Loan Services

Our strategic partner alliance with the Commonwealth Bank and reputable mortgage brokers provides our clients with access to over 27 different banks  who all offer platinum service, and who are knowledgeable about helping first home buyers, property investors and business owners obtaining finance for home, investment property and business and equipment finance.

At Success Accounting Group, our mission is to inspire and educate you to improve your life and achieving your goals. Many times, we see clients run successful businesses, but they are too busy to think or have the time to learn  about wealth creation. So, at Success Accounting Group, we offer clients the Success Plan. This plan ensures you have a plan to achieve your goals as well as built for you and your family.  Then once we decided what your goals are we set out working together to achieve those goals.

If your goals require you borrowing money to finance your projects or investment then  we will speak to your finance lender  and explain to them exactly what you want and how it should be set up for tax so this take out the stress for you to have to explain it to them.

What are the additional benefits through obtaining finance through us which is FREE for our clients:

  •  Review of loan structure for tax effectiveness as well maximizing further borrowing in future.
  • Provide you with interest rates lower than other lenders
  • Show you how to reduce years (and save thousands of interest) off your debt
  • Review your loan to ensure it is effectively structured to allow further borrowing
  • Our Platinum mortgage team offer an no obligation-free loan health check.

The best part is this service is FREE for you as our tax client.

What types of loans can we help you with?

As a guide, our finance partners  can assist you with finance applications loans for:

  • Home
  • Refinancing
  • Commercial
  • Investment
  • Business overdraft
  • Business
  • Non-Conforming
  • Lines of Credit
  • Consolidation of Debt
  • Vehicle  and equipment finance
  • SMSF

Client Testimonials

Thanks Success Accounting Group for been a trusted partner in our success and wealth building.

“I saw Lan to ask for expertise for our personal and  investment property tax , after been referred by all my business colleagues that raved about Success Accounting Group’s experienced and detailed approach with  personal tax returns which always led to excellent results.

Lan not only provide exceptional service in advising on our personal taxes, she also offered invaluable advice on our loans and suggested ways we can save money. We were then referred to one of her trusted and knowledgeable Platinum lenders.

We not only got a more competitive rate then what we were offered by our current lender, but the broker who had specialised knowledge in structuring property investment loans also offered us ways to reduce years of our loan and save us thousands of dollars.

Thanks Success Accounting Group for been a trusted partner in our success and wealth building.”

Des & Michelle

To get a FREE no obligation health check of your loan  contact us today regarding your finance needs so we can connect you to our expert lending team.

Arrange your FREE No-Obligation Meeting

Arrange your FREE No-Obligation Meeting

Either call us on (03) 9583 0550 or complete the form below

Success and Wealth

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Success Accounting Group Pty Ltd

Oakleigh, VIC, 3166

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    Disclaimer: The information provided on this website is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Therefore, before you decide to buy any product or keep or cancel a similar product that you already hold, it is important that you read and consider the relevant Product Disclosure Statement (PDS) of the product provider to make sure that the product is appropriate for you. Before making any decision, it is important for you to consider these matters and to seek appropriate legal, tax, and other professional advice. You can get a copy of relevant PDSs from Success Accounting Group by email or by Phone (03) 03 9583 0550. All statements made on this website are made in good faith and we believe they are accurate and reliable. Success Accounting Group does not give any warranty as to the accuracy, reliability or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded. Success Accounting Group, its directors, employees and their representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by Success Accounting Group. You may not alter or modify this information in any way, including the removal of this copyright notice.