Finance & insurance

At Bizally, we understand the unique challenges small business owners face when seeking business loans and mortgages. While we don’t complete these applications ourselves, we can assist you throughout the process and refer you to trusted professionals who specialise in helping small business owners secure finance.

What Banks and Financial Providers Look For

When assessing financial products like business loans and mortgages, banks and lenders often favour salary earners, as they see small business owners’ income as less predictable. Bizally works with you to help counter this perception, providing clear financial reports and projections that align with lender expectations.

By engaging Bizally, you can strengthen your application, improve your chances of success, and save valuable time by avoiding unnecessary back and forth with lenders.

Bizally’s Referral to Loan and Mortgage Specialists

Many of our clients seek competitive personal loans and mortgages. To support them, Bizally has formed a strategic alliance with a mortgage broking group that specialises in small business owners. This partnership gives clients access to over 30 lending institutions and hundreds of loan products, all through a qualified broker.

While Bizally does not arrange these loans directly, we can connect you with our trusted mortgage partners and assist in preparing the documentation and financial information needed to streamline the process.

Bizally is committed to helping our clients reduce costs, by providing advice on the most tax effective way to purchase assets.

Compare finance options
We have trusted providers who can help you obtain competitive finance quotes from a panel of major lenders for vehicles and equipment.

Fast track finance approvals
Having all your financial information on hand and understanding your tax situation ensures fast approval and the finance is structured to suit your circumstances.

Fleet pricing on new cars
In addition, this group can also access fleet pricing on new cars that could save you thousands of dollars. All we need is the precise specifications of the car or light commercial van you are buying, and we can obtain the fleet pricing within 48 hours.

Audits can be stressful, time‑consuming, and can significantly increase your accounting costs. Tax Audit Insurance provides support when an audit or review occurs, helping cover any additional professional fees and reducing the pressure on your business. At Bizally, we aim to minimise unexpected costs for clients, which is why we offer access to Audit Shield, a comprehensive tax audit insurance product provided by Accountancy Insurance. It covers professional fees arising from ATO audits, enquiries, reviews, and investigations across federal, state, and territory agencies. 

If you’d like to understand how Tax Audit Insurance can protect your small business, contact Bizally today.

Beyond referrals for business loans and mortgages, Bizally can also assist with debt consolidation, refinancing, and access to lines of credit or investment loans. With our support and our broker partners’ expertise, you can secure financial solutions that suit both your business and personal goals.