Business banking for accountants and financial planners

I bank with Macquarie

Tailored lending solutions for financial planners

Looking for business finance with an independent banking provider? We can help.

Specially priced, our business loans can help you buy a business or property, finance partner exits, restructure, refinance and improve cash flow.

Find out more about our business loans

Rates

Financial planners may enjoy preferential or exclusive rates and lower fees, helping to make every dollar count.

Find out if your dealer group is a preferred partner of Macquarie Business Banking.

Request a call

Lending guidelines at a glance^

  • For loans of $600,000 or more, primary consideration is an earnings based approach. As a guide, up to 3 times Future Maintainable Earnings (FME) (EBITDA adjusted for partners’ salaries) on historic and future cash flow
  • Secondary consideration and primary for loans of less than $600,000 is gearing level against recurring revenue (60% of 2.5 – 3 times recurring revenue or purchase price)
  • Security – charge over the financial planning practice, director guarantees, Tripartite with AFSL (dealer group)
  • Business and personal servicing to be satisfactory
  • Minimum loan amount $500,000 (exceptions apply)

Find out more about our business loans

Business banking


Call 1300 654 345

Monday - Friday 8.30am - 6pm (Sydney time)