Funding Advisory

Funding Advisory


Foresight Financial Group has a deep understanding of the commercial finance environment. We combine our advisory skills with market knowledge, business understanding and economic issues to assist our clients on all aspects relating to funding requirements.


Our advisory services cover;


  • Review of Current Facilities - overall review of existing funding arrangements with focus on adequacy, flexibility, security , costs and all relevant terms and conditions;
  • Negotiation of a re arrangement of existing facilities;
  • Restructure and or re setting of covenants and reporting requirements;
  • Development of feasibilities;
  • Cash flow modelling relating to acquisitions, growth and other business investment decisions;
  • Assessments of re finance risk;
  • Assisting clients with their banking relationships covering reporting, annual reviews and business updates;
  • Assessment and structuring of all forms of finance to support business growth and or general funding requirements;
  • Sourcing, reviewing and negotiating specialist forms of finance; and
  • Asset protection and structuring of the security mix.

Client Benefits


At Foresight Financial Group our approach delivers far more than the services you would generally find from finance broker. We have experience and expertise in all forms of finance specialising in Funding Growth, Commercial and Business Finance, Property Investment and Property Development finance and other specialist forms of financing. All customers have their own unique requirements and at Foresight Financial Group we work to structure such finance requirements to meet your specific requirements.

 

Director and Advisory Board Services

 

Peter has a broad background in senior management having been General Manager for the Commonwealth Bank in Singapore which was a fully licensed (Singapore) Offshore bank with its own balance sheet, loan book and treasury operation.  His broad background in finance resulted in his last appointment with the Commonwealth Bank as General Manager, Corporate Banking VIC/ SA/ WA.

Peter has completed the Family Business Australia's Directors Course and has agreements with a number of companies to provide funding and strategic advice.

 

Treasury Policy/ Implementation/ Compliance and Reporting

 

In partnership with Mr. Terry Panton, Foresight Financial Group has completed the development of a comprehensive Treasury Policy for a private company with turnover exceeding $400 million.  This included guidance for the Board, implementation procedures and processes, Working Capital allocation and measurement as well as the development of appropriate Financial Benchmarks for the Group and Board reporting.

 

TerryPanton.JPGTerry Panton is now consulting on a part-time basis.  Terry's last role was a Senior Manager in the Melbourne team of Ernst & Young's national Financial Risk Management Group.  Terry has been employed in the finance industry for some 34 years of which he has over 20 years experience in the corporate treasuries of a number of large companies and almost 4 years in a corporate risk/ property management role.

 

Terry's financial risk management expertise was formed in corporate finance (liquidity, funding and credit risk), interest rate risk management (in the utility sector) and foreign exchange risk management in the mining industry.

 

Previous roles include: Manager Corporate Risk at CitiPower-Powercor, Powercor's Treasurer, CRA, Pacific Coal (Brisbane), Bougainville Copper (PNG) and Pasminco Ltd.

 

Contact can be made with Terry at pgh@foresightfinancialgroup.com.au or at tpanton@ozemail.com.au

 

Terry Panton's Qualifications and Memberships Include:

 

  • Bachelor of Business (Management), Queensland University of Technology
  • Former Fellow Finance and Treasury Professional, The Finance and Treasury Association