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CFL Financial location Level 9, 360 Queen Street Brisbane, QLD 4000
fax CFL Financial 07 3328 8999
phone CFL Financial 07 3328 8988
Email CFL Financial mail@cflfinancial.com.au

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Retirement-in style

Retire in style checklist™

There are a few reasons why Business Owners need a Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.

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The Retirement Prosperity Guide™

Make sure you don’t miss out on the Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.

Applying for a small business loan

Posted on Jul 7, 2015 by CFL Financial

Whether a business needs money for its initial start-up or to simply buy resources and equipment, there will always come a time when a business will require a loan to continue moving forward. Business owners can improve their chances of loan approval by showing the potential lender that they can support their business ideas and plans with valid financial information.

The below checklist is designed to give business owners an idea of what to include in their loan application:

– A short (but detailed) excerpt of what your business does, its history and ownership details.

– The owner’s personal financial information, such as credit history, tax returns and personal assets.

– A business’s financial information. This may include balance sheets, profit and loss statements and cash flow statements.

– A forecast of financial information. The forecast should reflect what the business owner expects from the loan (assuming that the loan is approved). To have this work in the owner’s favour, they should include best and worst case scenarios.

– A detailed description of why the business needs a loan. Owners must remain critical when they have to decide what type of loan they need. They should state the amount and the time it will take to pay back the loan. Including a business plan here can help to improve the chances of getting a loan approved.

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Retirement-in style

Retire in style checklist™

There are a few reasons why Business Owners need a Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.

Retirement-prosperity-thumbnail

The Retirement Prosperity Guide™

Make sure you don’t miss out on the Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.

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contact us

Email:
Phone: 07 3328 8988
Fax: 07 3328 8999

Office Location:
Level 9, 360 Queen Street
Brisbane
QLD 4000

Postal Address:
GPO Box 2468,
Brisbane,
QLD, 4001

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