BW Brokerage Private

Home

For the financial structures that don’t fit a standard brief.

For the financial structures that don’t fit a standard brief.

Private advisory for high-net-worth families, complex trust arrangements and multi-entity portfolios, that requires more than a standard lending path - managed with absolute discretion.

Private advisory for high-net-worth families, complex trust arrangements and multi-entity portfolios, that requires more than a standard lending path - managed with absolute discretion.

Arrange a confidential conversation

Arrange a confidential conversation

CORE CAPABILITIES

High-net-worth Multi-Entity Lending

Tailored debt solutions for direct asset acquisitions and portfolio expansion.

SMSF & Trust Portfolios

Specialist residential and commercial lending through bare trust and corporate trustee arrangements.

Bespoke Commercial Facilities

Discretionary, senior-led structuring for private clients with intricate income streams.

THE PROCESS

A private path from discovery to settlement.

A private path from discovery to settlement.

We begin with the structure, not a product checklist. Working alongside your accountants, advisers and legal counsel, we shape lending strategies around the realities of family wealth, business ownership and long-term portfolios.

We begin with the structure, not a product checklist. Working alongside your accountants, advisers and legal counsel, we shape lending strategies around the realities of family wealth, business ownership and long-term portfolios.

01

Confidential Discovery & Structuring Analysis

A direct discussion with a partner broker to map out your objectives and existing structures.

02

Private Lender & Family Office Matching

Designing the optimal debt architecture alongside your advisory team before touching a lender.

03

Seamless Execution to Settlement

Managing the entire banking relationship from application through to seamless settlement.

BW Brokerage Credit Representative 556820 is authorised under Australian Credit Licence Number: 389328 | ABN: 47 672 327 981. This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.

BW Brokerage Credit Representative 556820 is authorised under Australian Credit Licence Number: 389328 | ABN: 47 672 327 981. This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.

Terms & Conditions

BW Brokerage · Melbourne

1800 961 561 · 401 Collins Street

© 2026 BW Brokerage