Mason Roberts

Private Client Services

Key benefits we offer high net worth individuals:
  • Ability to gain a deep understanding of your personal banking and investment needs.
  • Highly personalised service with a dedicated Private Client Manager who understands you and your requirements.
  • Ability to source tailored financing options.
  • Competitive investment lending interest rates.
  • Access to our network of banks, lenders and advisors.

Your Private Client Manager will research the market to recommend the most suitable loan that meets you needs and objectives. Once a loan has been recommended, your Private Client Manager will manage the application process and make sure everything is in order for the approval process.

From there, your Private Client Manager will take care of necessary paperwork, as well as keep you updated throughout the entire application and settlement process. You will know exactly what is going on and when. Mason Roberts understand that every borrower has unique circumstances, and that some are more complex than others. Our Private Client Managers know from their vast experience which lenders work best with customers who may have more complicated requirements, and will happily negotiate on your behalf.

Our Private Client Managers are experienced to provide lending and banking advice for:
  • Complex lending structures.
  • Asset finance for non-standard medical equipment and fit out of rooms.
  • Commercial property transactions.
  • Development finance for construction of multiple dwellings.
  • SMSF lending.
  • Transactional business banking.
  • Corporate banking tendering management.
  • Term deposit management.

Through a network of professional advisors, your Private Client Manager can introduce you to a third party Investment Advisor, who will develop a tailored investment strategy for you. These strategies include but are not limited to:

  • Developing a plan that is managed to your preferred level of risk and helps you meet your financial goals.
  • Proactively update you about market, economic and legislative trends that impact your portfolio.
  • Share exclusive market, planning and retirement perspectives.
  • Offer you invites to partake in private placements and IPO’s opportunities.
  • Access to a truly global brand.
Mason Roberts Pty Ltd is licensed as an Australian Credit Licensee pursuant to the National Consumer Credit Protection Act 2009 (Australian Credit Licence # 488542) and is an accredited member of the Finance Brokers Association of Australia (Member #M-329881).

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