Client Success in Investment Property Financing – Personal Loan for Deposit Gap

At Co-Pilot Finance & Insurance, we understand that timing can be crucial in financial transactions. This was evident in a recent success story where our consumer consultant, Daniel, guided a client through a challenging deal with an extremely tight deadline. Case Overview Client Background and Initial Requirement: The client was in the process of finalising […]
Client Success in Food Business Financing – Secured Loan for Food Truck

At Co-Pilot Finance & Insurance, our commercial lending team is dedicated to supporting clients in achieving their business goals. Case Overview Recently, we assisted a client who was starting a new retail venture by providing financial aid to secure a crucial asset for their business. Client Background and Initial Requirement: The client aimed to launch […]
Client Success in Vehicle Sourcing & Financing – New Car Acquisition

At Co-Pilot Finance & Insurance, our comprehensive services extend beyond consumer lending to include an internal asset-sourcing team. This collaboration ensures our clients receive the best deals promptly, addressing challenges in the current car market marked by extended wait times and price increases due to stock shortages. Case Overview Initially, our role was to provide […]
Client Success in First Car Financing – Secured Loan for New Car Purchase

At Co-Pilot Finance & Insurance, we specialise in finding tailored solutions that meet our clients’ specific financial needs. Our expansive panel of over 60 lenders, both traditional and non-traditional, allows us to navigate and overcome unique lending challenges. Case Overview Our client, looking to purchase their first new car with a budget of $40,000, faced […]
Client Success in Financing Classic Car – Secured Loan for 1969 Mercedes

Case Overview Our client sought to finance a $134,000 1969 Mercedes 280SI Coupe through a dealer. Financing older assets can be challenging and often costly, but our client had two main priorities: securing a competitive rate and achieving a fast turnaround. Strategic Financial Solutions To meet our client’s goals, we took the following steps: This […]