A commercial finance specialist you can count on to get it right the first time.
Yvonne Lucas – Finance Consultant
Mobile: 0408 466 779
Email: Click Here
My extensive knowledge, experience and networks have been gained from a 15-year career that has seen me occupy management and consultancy roles with some of the most recognised names in the business, including Bankwest, Suncorp, Ray White Invest and Red & Co Finance.
Over the years I have successfully provided Development and Property Investment Finance to corporate entities, fund managers and independent businesses Australia-wide.
My specialties include securing competitive Commercial Property Investment and Development Finance, and lending for Self Managed Super Funds (SMSF).
The goal – maximise profits and reduce risks
The success of any Property Investment, from identification to funding, can be reduced to just one significant factor, risk. My professional career to date has been focused on identifying, quantifying and stringently managing risk in the Commercial Property and Development sectors including:
- Commercial Office and Business Parks
- Industrial, Warehouse and Distribution Centres
- Retail Shopping Centres
- Residential and Commercial Development
- Land Subdivision
- Accommodation – Hotels, Motels, Student, Backpacker
- Owner Occupied Properties
- Management Rights
I have an in-depth understanding of property fundamentals and the challenges inherent in Real Estate Investment, Development, Joint Ventures, Mezzanine Financing and Funds Management.
An expert on your side
I offer my clients value that extends beyond timely finance at the right price. Whether you are a first time investor or developer or already hold a large property portfolio I can show you how to plan and structure your finance with maximum returns in mind.
My time with lending institutions, including Suncorp and BankWest, has provided me with first-hand knowledge of how financial institutions ‘think’ and function and it’s this insider’s view that further enhances my ability to negotiate a better finance deal for my clients.
My commitment to ‘getting the job done’ combined with Green Finance Group’s reputation for quality loan submissions and consistently high loan volumes provides benefits in the form of fast-tracked response times and direct access to bank decision makers. This can make all the difference if you are on a tight timeframe or when needing a tailored solution for a deal that may not ‘tick all of the boxes’.
Lending for Self Managed Super Funds (SMSFs)
I have a thorough understanding of today’s SMSF lending landscape and can provide an overview of effective super borrowing options to fund residential or commercial property for investment purposes. When done the right way this can be very tax effective.
There are strict rules and significant responsibilities associated with SMSFs and only very few lenders in today’s market will actively consider this type of finance which is why it is critically important to work with an experienced SMSF finance professional.
Total Property & Finance Solutions –
Commercial, Industrial, Retail & Residential
Whether you are looking to purchase, refinance, refurbish, extend or develop I can provide investors and developers working in the Commercial, Industrial, Retail and Residential sectors with the expertise and industry-wide reputation to make it happen.
I can also assist with:
- Searching for and identifying suitable properties
- Negotiating best purchase price and terms based on the implementation of a clear acquisition strategy
- Reviewing development metrics
- Organising valuations and insurance
- Investment, development and corporate real estate advice
- Tenant and owner representation
Even if you’d simply like some guidance around your business or investment opportunities, the pros and cons of SMSF set-up, industry trends or mistakes to avoid, I will be happy to point you in the right direction.
Qualifications & Memberships
- Certificate IV in Financial Services (Finance/Mortgage Broking)
- Finance Brokers Australia Association (FBAA)
- CIO – Credit and Investments Ombudsman