Client Base Funding Finance Your Client Book Purchase

Scale your business - buy a client base

No Property Security

Insurance and KiwiSaver book funding.

Lending against the book value, not just income.

Registered financial adviser team to help you.

Ideal when you need funding for growth.

The Only Lender Serving This Market

Fifo Capital is the only finance company in NZ specialising in this type of lending – empowering advisers to grow via acquisition.

Double the size of your business

  • Banks and other lenders don’t advance funds against client books – we do.
  • That leaves many financial advisers growth aspirations unrealised.
  • Unlike others, we regard the client book as a genuine security asset – not just the income it generates.
  • $20,000 to $2 million.

Power Up Your Business and Get Ahead with Innovative Funding.

Cash injection

Use the Client Base to secure the deal, not Property

What could be a smarter way to finance your growth than a facility secured by the value of your client base?

FAQ's

Do I need my home as collateral?

No – this finance product is uniquely based on client base value alone.

How quickly can I access funds?

After assessment and approvals, funding can be completed within one business days.

Is this expensive?

No. Just because we do not have your property as security, it does not our costs are expensive. When considering the value a new client base will give you, our fees are more than reasonable.

Where do I go from here?

Give us a call! It’s that easy.

confidential invoice factoring FAQ

Growth by acquisition

Need Cash to Grow? Call us.

Why Fifo Capital

Why Fifo Capital

for Your Business Success

We are experienced professionals in 360 finance thinking, creating bespoke funding solutions to meet your needs. Our smart products and efficient services are just part of the package.

One on One Commitment

One on One Commitment

Work with an industry expert who is also the decision maker.

Get Quick Answers

Get Quick Answers

No waiting – we give immediate answers and steps you through the process.

Partnering With Your Bank

Partnering With Your Bank

We can work with your bank for those times when dual banking is best.

Who we have helped

Testimonials