Committed to results
Helping clients deliver on projects, protect their financial assets, invest in their business and grow their prosperity.
$5million Eastern Suburbs home loan
Settled - 2024
Transaction - $5m
LVR - 50%
The transaction involved a legacy private bank customer, who was unable to secure funding via their incumbent lender and had never previously utilised a broker.
For context, our high-net-worth sponsor had recently transitioned from PAYG to self-employed. As a sophisticated investor, the proposed refinance also included an equity release component which did not fit within their existing lender’s credit appetite. We secured favourable financing terms for the client with one of our trusted lender partners.
Trading business full bank refinance, Sydney
Settled - 2024
Transaction - $50m
We were engaged by a rapidly growing business who were frustrated with the lack of traction they were receiving from their incumbent bank.
Through running a full bank tender process jointly with the client’s lawyers and accountants, we opened significant growth and working capital limits, together with market leading pricing.
Western Sydney factory purchase
Settled - 2024
Transaction - $6.5m
LVR - 100%
Roël Capital assisted a new client acquire a factory to run their business from. We negotiated 100% debt funding on the acquisition with a major bank, meaning the client could effectively transition from paying rent, to paying interest with security of tenure and the prospect of future capital growth.
Drummoyne site acquisition
Settled - 2023
Transaction - $2.8m
LVR - 70%
We assisted a high-net-worth property developer acquire a pre DA site adjacent to their existing development site, freeing up the potential for amalgamation and significant value creation. The transaction settled with a major bank at sharp rates.
Bankstown commercial property refinance and equity release
Settled - 2023
Transaction - $11m
LVR - 55%
We assisted in the refinance of a $9.1m term debt facility against an existing commercial property in Sydney NSW. The new $11m facility resulted in $1.9m cash out for the client and a margin above BBSY 0.8% sharper than their existing bank, saving $88k p.a. finance cost on a like for like basis.
Full bank refinance, trading business Northern Beaches
Settled - 2023
Transaction - $15m
LVR - 50%
We assisted a long term bank customer sharpen their term debt pricing 0.25% p.a. and release personal guarantees through opening a new corporate banking relationship. This provided cost savings of $37,500 per annum and negated the owner's personal assets being linked into the business' banking facilities.
Industrial property purchase, Perth WA
Settled - 2023
Transaction - $9m
LVR - 60%
We assisted our client settle the purchase of a new commercial property while they enjoyed their European holiday. The financing package was incredibly compelling, representing a 60% opening LVR, no personal guarantees and sharp pricing. All done with a major Australian bank.
Full banking restructure, Lower North Shore
Settled - 2023
Transaction - $27.5m
LVR - 48%
We assisted a long term property investor restructure their loans with their incumbent bank. The transaction involved multiple stages, negotiating with lawyers, accountants and property managers to ensure the new structure optimised the family's cash flow position. The net result was circa $80k p.a. finance cost saving and a more efficient corporate and lending structure.
Vacant posession commercial property acquisition, Eastern Suburbs, Sydney NSW
Settled - 2023
Transaction - $17.5m
LVR - 63%
We assisted a business owner client acquire two commercial properties, one for passive rental cash flow and the other as a new business premises. Through cross collateralisation, we were able to achieve a blended LVR of 63% with a major bank at sharp rates.