Finance Solutions for SME's
After years as accountants and bankers, we are bringing our experience to help SME's grow with the right guidance, finance and support all year round.
01
Business-first assessment
We look at the goal before the lender list.
02
Right lender, right structure
Clear options across business and property finance.
03
Two service guarantees
7-day access and one-touch document handling.
Whats the goal today?
Why Us
Two guarantees most brokers won't make
Guarantee 01
7-day accessibility
You can reach us any day of the week. Self-employed owners move fast, so do we. Call, email, message - we respond within 24 hours, every day of the year.
Guarantee 02
One-touch document handling
Submit your financials, tax returns, and business documents once. We handle the rest. No chasing you for missing paperwork. One conversation. One submission. One outcome.
Track record
- $200M+ in lending settled across commercial and SME clients (banking career).
- 170+ finance approvals delivered for small businesses in under five years.
- State-wide business banking manager covering 100+ SME clients.
- Accounting background: profitable and cash-positive are not the same thing.
This experience now shapes how we structure finance for clients.
Our lender network
70+ lenders, filtered for how self-employed income is really assessed
Services
Finance first. Advisory where it helps.
A simple view of the work we take on, without overcomplicating the process.
Finance
Commercial finance
Business acquisition finance
Working capital and trade finance
Asset finance
Property finance for business owners
Home loans for self-employed clients
Advisory add-ons
Cash flow review
Supplier and trade terms
Forecasting and funding plans
About
Why We Do This
Charter Point exists for business owners who want finance handled with judgment, not a generic checklist. We combine lending experience with practical commercial advice, then keep the process direct and clear.
Process
How it works
We clarify the goal.
We check the options.
We manage the submission.
We stay close through completion.
Get in touch
Let's find the right fit.
Send the basics and we will come back with the next step.
FAQ
Questions, answered
Guarantees & service
You can reach us any day of the week - call, email or message - and we respond within 24 hours, every day of the year. Self-employed owners rarely work Monday to Friday only, so neither do we.
Finance questions
Advisory questions
Who we work with
Ready to talk through the next step?
7-day availability. One-touch guarantee. A clearer path to the right finance.