About Twin Peaks Finance
Long-Term Relationships & Long-Term Value
Twin Peaks Finance was founded on two key principles (our peaks) that are central to everything we do.
Long-Term Relationships
Knowing and understanding our clients, their business and their needs so we can proactively help them achieve their goals.
Long-Term Value
Providing the right support and advice to ensure your goals are achieved and exceeded, whether you are building personal wealth, growing your business or something else entirely.
Get in touch for all enquiries or to book a consultation on the Gold Coast.
Our Approach
Our Principles
Twin Peaks Finance was founded on the principles of long-term relationships with our clients, helping them develop long-term value. When partnering with clients, we will support them with their specific or immediate financial needs and continue to help them get the most out of their relationships with banks and other stakeholders into the future. Our approach to client relationships follows four key stages.
Understand & Engage
Twin Peaks Finance will work with you and your advisors to understand your business or personal situation, your needs and your goals to ensure we are the right team to partner with you for success.
Advise
Following a comprehensive review of your position, we will advise on the financial or advisory solutions that we believe will provide the support needed to achieve your goals.
Execute
The Twin Peaks Finance team will implement and deliver the required solutions, whether that is a specific financing need or ongoing advisory support.
Review & Support
After implementing any solution, we will continue to work with you to ensure the solution remains right for you.
- Preparation for bank annual reviews
- Management of loan covenants & conditions
- Proactive assessment of funding or other support needs as your business or investments grow
