investment needs
– we can help!
– all options available
Each adviser has over 10 years experience in the finance industry so you can be rest assured you are getting the right advice.
Personalised Strategy
Our focus is on you. We tailor a strategy that suits your current and future objectives.
Team of Professionals
We work with your accountant, financial planner, solicitor and any other professional that assists with your future financial goals.
Ongoing Support
You will not be on your own. We provide complete on-going support throughout your life journey.
Focused on Great Experience & Expert Advice
Established in 2005, Logic Finance has grown over the years to now include all aspects of finance. Whether it be commercial, business, residential or vehicle, your experienced Logic Finance Adviser can provide a tailored solution for you.
Logic Finance pride themselves on providing quality personalized advice for your current and future objectives. We also work with your other professionals to provide a strategy that meets your long term goals.
Awarded Best Residential Broker Group 5+ Brokers – SA/NT
Awarded Best Commercial Broker Group 5+ Brokers – SA/NT
See what our clients think about us
“Could not fault the service provided. We were able to learn so much about the industry as we were guided step by step through each process”
Chris & Alice
“Exceptional service and outstanding communication”
Alexi
“Service is Commendable and Appreciated”
Eddie
“It’s been a big year for us and you have helped us all the way with the new house purchase and loan restructures and plenty of parental advice along the way. Very appreciative”
Steven
“I would highly recommend Logic Finance and especially Aaron for all your financial requirements. I personally will be continuing my involvement with their company now and into the future”
Graeme
The Team
Meet David Lipschitz
David is the Managing Director and Head of Commercial and Business finance. He has been in the finance industry for over 15 years and founded Logic Finance in 2005. David prides himself on providing an exceptional services for his clients and always going the extra mile.
Meet Aaron Stock
Aaron is the head of residential finance at Logic Finance with over 10 years experience in the finance industry. Whether you are purchasing individually, in a trust structure or through your Self-Managed Super Fund, Aaron is experienced in all areas of residential finance.
What We Do
Driven By Results
As a client of Logic Finance you will be treated with the utmost care and taken through our exclusive personalized process. Starting with an initial review of your current financial circumstances and aspirations, we will then commence thorough research into solutions best-suited to your situation.
Once completed, we will provide you with proposed finance strategies, tailored to your individual needs and goals. We can refine this strategy and implement once finalised, continuing to provide you with ongoing support after settlement.
Initial Review
After you are welcomed to Logic Finance, we will require you to complete an initial review documents. The Initial Review is an in depth questionnaire about your personal information including your current asset and liability position. The review can be completed in person, via email or over the phone. This is the foundation for your adviser to provide you with the correct advice.
Research
Once the completed initial review and supporting documentation are returned, your adviser will meet with you to discuss your overall goals and objectives. It is important that we understand your current financial position to provide a suitable future strategy to help you meet your goals.
Advice & Strategy
Following our research and outcomes, we will meet with you to discuss your options. You will be presented with up to 3 suitable strategies and your adviser will also provide their recommendations. It is important that you are well informed so you can make a sound decision.
Implementation
Once you decide on your preferred option your adviser will implement the strategy for you. The process will be made seamless and with as minimal hassle to yourself. We will do all the leg work and liaise with the bank and all third parties involved.
Ongoing Support
As a client of Logic Finance you will be treated with the utmost care and taken through our exclusive personalized process. Starting with an initial review of your current financial circumstances and aspirations, we will then commence thorough research into solutions best-suited to your situation.
Once completed, we will provide you with proposed finance strategies, tailored to your individual needs and goals. We can refine this strategy and implement once finalised, continuing to provide you with ongoing support after settlement.
Start your Logic journey today
Phone: (08) 8232 7272
Case Studies
Business Finance
Business owners, Liam and Lisa, established their legal practice with the assistance of a Logic Finance consultant, who organizing a business finance facility to cover the set-up costs and initial working capital required.
Property Development Finance
Experienced property developers, Belinda and Michael, had maintained a relationship with their previous bank for many years, until the lender’s policy changes and they were unable to fund their next property development project.
Residential Finance
Experienced property investor, Alexi, has been using the services of Logic Finance for over a decade. Recently he had a more complex property purchase, which involved multiple residential properties on one title, with a corporate ownership structure.
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