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WEBINAR

It takes a 
Business Village:

The role of experts in supporting SME growth

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1 October 2024 
11am AEST
At every stage of a business’s journey—from launch to maturity and beyond—expert guidance is crucial.
Lawyers manage compliance, contracts, and risk, brokers unlock vital funding and growth opportunities, while accountants ensure financial stability and wealth creation. As businesses evolve, these advisors become essential partners in navigating challenges and seizing new opportunities.

This webinar, tailored for finance brokers and SMEs, provides actionable insights on how a business village of expert advisors can support businesses in securing funding, managing risks, and driving growth.

Join us for an exclusive webinar with industry leaders Matthew, Sonja, and Adrian, alongside Nick, Banjo’s Head of Sales, as they share key insights on supporting SMEs throughout their lifecycle and the strategies you need to drive business growth.
Key Takeaways:
  • Understanding the business lifecycle: Learn why the advisory network is critical to guiding SMEs through each stage.
  • Expert advice at the launch stage: Discover the best strategies for structuring a business and securing startup funding.
  • Supporting growth: Gain insights on how accountants and lawyers can help businesses manage cash flow and drive growth.
  • Finance brokers in the maturity stage: Explore the role of brokers in wealth creation and helping businesses reach their full potential.
  • Navigating the extension phase: Understand how advisors can support businesses as they plan for the exit/extension stages of their journey.

Meet our speakers

Nick Rogers
Head of Sales
Banjo Loans

Nick started his career analysing the credit worthiness of small to medium enterprises at a major credit reporting bureau in Melbourne Victoria. 

From there he also looked after many Fintech’s when in their nascent stages and identified that the future of financial services is combining technology and relationships. Nick currently works as Head of Sales at Banjo looking after Banjo’s National Sales Team.
Matthew Boglis
Managing Solicitor Director
Mason Black + Mendelsons Lawyers
Matthew joined Mason Black Lawyers in July 2017 as Special Counsel in the Commercial Litigation and Insolvency team and was appointed Solicitor Director in December 2018. Prior to joining the team, he managed the Victorian litigation practice of a boutique national firm.

Matthew is committed to providing high quality and cost-effective legal advice, focusing on achieving commercial resolutions to disputes through negotiation and other ADR processes whenever possible and professional litigation representation and advocacy where required.
Sonja Pfitz
Director & Founder
Pfitz Financial & Business Solutions
Sonja's career spans executive roles in major financial organisations, where she has overseen operations, risk, and sales departments. Her expertise includes commercial finance brokering, risk management, and strategic planning. She has played key roles in developing businesses, from start-ups to large-scale operations, and has been involved in significant corporate transactions.

With a background in both finance and information technology, Sonja brings a unique perspective to business advisory.
Adrian Palone
Partner Business Advisory
William Buck

Adrian’s professional profile is distinguished by a deep commitment to fostering strong client relationships, a core element of his work ethic. With nearly two decades of experience and a background entrenched in a family of proprietors, Adrian has a profound understanding of the complex challenges faced by business owners.

Adrian’s passion is working closely with business owners and assisting them along their business owner journey to maximise their returns from their assets and to achieve their personal and professional goals.
FBAA, CAFBA and MFAA CPD Points Available
There is a survey at the end of the webinar that you can complete in order for you to receive your CPD Points via email after the webinar.

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* Disclaimer: Fees, lending criteria, terms and conditions apply (including an origination fee on each advance). Actual fixed fee (or interest expense) and repayments will vary based on your individual circumstances. Advertised rates are subject to change at any time. Fixed fee (or interest expense) accrues upfront and is paid in instalments. While Banjo does not generally take security over assets, director guarantees may be required and a general security deed or other security may be required for larger loans or in respect of some loan types. Statements regarding timing in relation to applications, approvals and funding are only indicative. Any advice given does not take into account your personal circumstances and you should carefully consider what products are appropriate for you and obtain professional advice where relevant.

Copyright © 2022 Banjo® Loans. Banjo® and Banjo Score® are registered trade marks used under licence by Banjo Loans. All loans are provided by FundIT Ltd ACN 601 130 527 in its capacity as trustee of the Banjo Small Business Loan Fund ABN 32 713 685 984 (AFSL 468033). All loans are subject to eligibility criteria and approval by Banjo. Upfront fee, terms and conditions apply.