Michael Smith has known Shaun Huntington for approximately ten years. Over the years they have worked together directly as well as assisted each other’s clients. Michael is a Charted Accountant and his career has spanned approximately 20 years both working in larger firms and now running his own busy practice as a sole practitioner.
Not long after Resilience Finance was established Michael approached Shaun to review his own business and personal finance requirements. Like a lot of his clients Michael felt there may be a better solution for his finance needs but didn’t have the time or inclination to take on the task himself.
Resilience Finance reviewed Michael’s current loans and business banking facilities.
It became apparent following the review that alternative Financial Institutions could attribute value to Michael’s business and also that the valuations of other assets that secured Michael’s facilities were being considerably undervalued.
Resilience Finance presented Michael’s circumstances to select alternatives in consultation with him.
Michael decided to shift his entire banking relationship to a new institution.
As part of this process his security and reporting requirements were both reduced, he also saved money.
The personal experience has also given Michael the confidence to refer several of his valued clients to Resilience Finance for their own needs.