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Accountants – you’ve completed your job so well – but where does this leave your clients borrowing capacity? 

Accountants – you’ve completed your job so well – but where does this leave your clients borrowing capacity? 

As an accountant, I’m sure that your first priority is servicing your clients diverse needs, and minimising their taxable income, through depreciation and deductions. However, you may not be aware of the benefits of having a dedicated finance broker just a phone call way.

Many accountants, if asked, generally send their clients to a local bank branch.

However, there are many reasons for you to consider directing your clients to an experienced finance broker.

You may not be aware, that each and every bank has their own set of rules governing how they calculate their customers borrowing capacity.

Our clients find this knowledge held with Bee Finance Savvy, to be extremely beneficial, especially in the following scenarios –

  • Self employed clients who’s income greatly varies from year to year
  • Clients whom have adverse credit history, such as multiple credit enquiries, a default or court judgment, or even previous bankruptcy.
  • Clients whom have shared liabilities with other family members

As mentioned above, it is important for your clients needs, for them to be sent in the right direction, regarding which lender will look at their situation most favourably.

After all, if you send your clients to the local branch, they will never tell them, if their competitor has a lending policy better suited to them, that could allow them to borrow $50,000, $100,000 or even $200,000 more than they can. In fact, they probably wouldn’t even know this!

If you have any clients, whom you are concerned about them not being led in the right direction by their bank or current finance broker, please feel free to contact us so that we can assist you and your client.

We work with over 30 lenders, to assist clients with their home loan, commercial property loan, self managed super fund loan, vehicle or equipment loan, plus other forms of finance.

If at anytime, you would like to further discuss how we can assist each your clients, please feel free to call us on 1300 140 554, or emailing us at


After all, you’ve completed your job so well customers may have reduced borrowing capacity. We can help. We know where to take your clients for the best chance of approval, don’t leave clients disappointed with their borrowing capacity


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