Ever felt unsure knowing when, how or if you should approach your bank for lending?

Unsure of what that might even look like for your business?

Or perhaps you've thought about it, but put it in the "too hard" basket after hearing a horror story from another business owner.

Lending can actually make all the difference to your overall financial freedom as a business owner. The art is learning how to think a bit more like the bank, knowing when and how to ask, and how to include that sort of thinking in your business planning.

Join local business financial experts for a free, informative and 100% relatable session to befuddle business numbers . We're excited to share with you ways a better relationship with your business $$ might set you up for financial freedom, less stress and more joy as a growth oriented business owner.

This friendly, no-pressure session brings together local experts who genuinely want to help you succeed:

Commercial, retail, and property finance specialists from Westpac NZ (they're local, relatable AND have the skills to look after you, whatever your lending needs are)
A leading local accountant who speaks your language (and not boring accountancy goble dee gook)
A business performance specialist focused on helping you tell your story through numbers (an ex banker who knows how banks think AND how business owners work)

What We'll Cover:

Building Your Business Case

What makes a compelling business case
How to match your strategy to your numbers
Tips for presenting your business story effectively

Numbers That Work for YOU

How to translate your business vision and combine that with your personal goals
Structures and metrics that matter when working with your accountant
Simple ways to track and present your business performance

The "works in the real world" guide to Business Lending

What different types of lending might suit your business goals
Key things banks look for when assessing lending applications
Common pitfalls to avoid when approaching your bank

Plus: A dedicated Q&A session where you can ask our experts any of those questions that you've been mulling on about business lending and growth.

Who Should Attend:

Growth minded business owners with 2+ years of experience
Those considering business expansion or property investment but unsure of the best structures
Anyone who wants to better understand how to use business metrics for growth
Business owners looking to build stronger banking relationships

What You'll Walk Away With:

Practical insights into what banks really look for
Templates and tools to help prepare your business case
Greater confidence in approaching banks for lending
Understanding of how to align your numbers with your growth plans
Direct connections with local banking and finance experts

Limited to 40 spaces to ensure quality interaction with our experts - we'll have plenty of open time for questions and chatting before and after the main presentation.

While this is a free event, registration is essential as spaces are limited.

Bonus: All attendees will receive a digital resource pack including:

Business case templates
Key metrics checklist
Guide to different lending options
Notes from the session

Don't miss this opportunity to gain valuable insights from local experts who understand what it's like to really be in business in the Tauranga business landscape.

Note: This event provides general information only and does not constitute financial advice. Individual circumstances will always be considered in any lending decisions.