Capital
Alternative investment solutions
Structured financial opportunities for clients seeking tangible growth through an advisory relationship.
Advisor-led enquiry
Structured opportunities
Portfolio conversation
Products
Capital, credit and cover in one premium financial services journey.
The product architecture should make it easy for clients to choose their need, understand the next step and enter the right digital or advisor-led workflow.
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Credit
Loans and PO funding
Responsible lending for individuals, families and SMEs, supported by affordability checks and clear disclosure.
Micro and personal loans
Purchase-order funding
Online eligibility
Cover
Insurance pathways
Funeral cover, credit life, life insurance and future short-term cover can sit alongside lending.
Funeral and credit life
Policy and claims journey
Advisor review