VISION – to be the trusted banking and risk advisor of choice PURPOSE – we educate and assist business owners and directors to be proactive to get the best out of their financial relationships We create value for our clients by: Our independence – we are not brokers so we are not tied to any financier. Our experience – our combined experience gives our team unique insight into the operational and decision making processes of the banking industry. Our profile – we know, are known and respected by all the institutional financiers operating in Australia, creating a significant advantage for our clients. Our knowledge – we have up to date and extensive industry knowledge and keep clients informed about the latest financial offerings available in the marketplace. Established by partners of Lavan, one of the largest independent legal firms in Western Australian, and an experienced former banker, Quadrant Advisory is an independent advisory firm providing a banker’s perspective to clients both in Western Australia and nationally. The value of your business is maximised when we work as trusted advisors to: • Review your financing facilities and present concise and relevant information to your financier to ensure they meet all your corporate needs taking into account your relationship, debt structure, security provided, fees and pricing. • Provide you with a banker’s perspective in dealing with your financier by giving you a detailed understanding of banks’ decision making processes including risk rating methodology, cost of capital assessment, etc. • Act as your advocate and assist you in discussions with your financier where there is a reduction in communication or a change in your risk profile. • Help you talk to your bank about your succession plan and work with you to achieve this plan e.g. release of personal guarantees. • Provide advice on risk management and corporate governance e.g. large debtor credit risk, Risk Appetite Statement.
