Chan & Naylor Expands Number of Sydney Offices & Signs National Mortgage Joint Venture with Origin Finance

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Chan & Naylor Expands Number of Sydney Offices & Signs National Mortgage Joint Venture with Origin Finance

Today, we are pleased to formally announce TWO new Joint Venture Partnerships that will expand our national presence and better meet the requirements of all clients nationally.

First:

A new Sydney based accounting firm ‘Northstar’ has officially joined the Chan & Naylor Group.  Our new office located in St Leonards office will be led by Andrew Stanning who has become the 7th Joint Venture Partner to join Chan & Naylor within the last 18 months. We are thrilled to now have a presence in St. Leonards which will be closely aligned with our Pymble and city based operations.

For more than 15 years, Northstar has provided a range of specialist taxation and accounting services, including a comprehensive range of financial and taxation services, to small businesses and individuals. As well as providing tailored financial plans and financial advice aimed at wealth generation, Northstar also offers clients with expert SMSF and property taxation advice, including a mortgage broking service.

The integration into the Chan & Naylor Group will only enhance their service offering by tapping into the property specialisation of taxation advice and other financial services provided by Chan & Naylor Group.

Andrew is highly regarded within the industry and by his clients.

Andrew Stanning is a chartered accountant, registered tax agent and auditor with over 20 years’ experience. He is also a Financial Planning Specialist and a Certified Financial Planner and will work closely with his Chan & Naylor colleagues within both the accounting and newly established Chan & Naylor Finance divisions of the Group.

With extensive business and taxation experience, Mr. Stanning thrives on helping clients achieve their financial goals and was attracted to Chan & Naylor because of the growth potential offered by a national brand as well as succession support when required. With a well-resourced and centralised structure, Chan & Naylor’s national capability will add significant dimension to how Mr. Stanning grows and evolves his St. Leonard’s practice.

Amid ongoing industry consolidation and a significant lack of independent financial advice and accounting services, Chan & Naylor remains committed to providing its clients with a holistic one-stop accounting and wealth advisory service in more suburban areas including both major metropolitan and regional centres around Australia.

We are aiming towards opening new offices in regions that we currently don’t have a presence in and hope to make similar announcements in the near future.

Second:

Chan & Naylor has signed a Joint Venture Partnership with Origin Finance to consolidate various state based finance businesses operated under the Chan & Naylor brand to be under one umbrella so as to better meet the requirements of all clients nationally.

The new business will be known as Chan & Naylor Finance and is the culmination of our efforts and commitment to provide a seamless and complete advice to our growing client base, many of whom already engage Chan & Naylor for property taxation and wealth advisory matters.

 

Initially we anticipate staffing Chan and Naylor Finance with existing Chan & Naylor personnel and extensive network of Origin brokers.  However, we will look to recruit some experienced brokers, especially those with banking or credit backgrounds to expand into new locations and grow the existing locations.”

 

Chan and Naylor Finance will look to offer additional services boosting the seamless offering to clients, these include:

 

  • Branded Chan and Naylor Home Loans with interest rates discounted by more than one per cent below standard variable rates.
  • Bespoke loans for Chan and Naylor’s Property Investor Trust (PIT®).  Origin has access to a wide panel of lenders further enhancing the structures that Chan and Naylor provide for clients.
  • SMSF Loans – Chan and Naylor clients will further benefit from Origin’s significant expertise in superannuation lending.

If you have any questions in relation to your existing finance structures and loans or require any further information about any of the new services please contact us via email on finance@chan-naylor.com.au and a finance broker will contact you.

I am thrilled to provide you with this update and hope in the near future to make similar announcements of our growth and continuous improvements we make in our ongoing commitment to provide high quality service.

Ken Raiss,

Chan & Naylor

Ken Raiss

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