Pascoe Vale, Victoria, Australia
Finance is rarely just about the numbers, its about timing, structure and finding the right solution for where you are heading. I'm James, Principal Consultant at Novatech Finance, an independent finance consultancy operating across both direct and referral channels. We work with businesses and individuals at every stage, from startups finding their feet to established businesses with more complex needs. From Individuals seeking the right personal finance solution to professionals looking to expand what products/solutions they offer their clients, whatever the need, we have you covered. My approach is advisory-led. Before recommending anything, clients come to us knowing WHAT they need, the WHAT is often a given, or simply a personal choice. Where we add real value is in the HOW, the structure, timing and making sure the right solution is matched to the right circumstances. That means clients get outcomes that genuinely fir their situation, and partners can refer with confidence knowing their clients are in good hands. For referral partners regardless of your industry working Novatech Finance gives you the ability to unlock/offer products/solutions you don't currently offer, delivering more complete solutions to your clients without adding complexity to your own business. Whether you are exploring your finance options or looking for a trusted partner to broaden what you offer your clients, I'd love to connect. [email protected] | www.novatechfinance.com.au
Novatech Finance is an independent finance consultancy providing tailored solutions to businesses and individuals across Australia. Operating across both direct and referral channels, we take an advisory-led approach that prioritises the right outcome over everything else. As Principal Consultant, I manage the clients journey from initial needs assessment through to their solution. We work with a broad network of referral partners and other finance professionals, giving them access to new products/solutions they don't currently offer, so they can deliver a complete solution for their clients without adding complexity to their own business.
Appointed as Finance Solutions Director to strengthen and expand the finance offering available to Bookatestdrive's referral and direct channels. This role involves structuring tailored finance solutions, supporting partners with products/solutions they don't currently offer, and providing strategic guidance to help deliver more complete financial solutions for their clients.