© 2009 Investec Experien Pty Ltd

Unique Products for Accountants  

Investec Experien's comprehensive range of unique financial products, created specifically by our experienced team for the Accounting professional, offer a fresh alternative built on proven principles. This includes:

Our Products  

Asset Finance  

Finance options for practice assets, fitout, equipment and motor vehicle purchases.

With a range of finance structures and repayment options to suit your cash flow, Investec Experien makes obtaining finance simple. Our finance options are designed to minimise your costs and take into account your tax and GST position. We can customise a package using lease, asset purchase, chattel mortgage and rental options to best suit your practice requirements.

Commercial Property Finance  

Competitive finance packages for the purchase of commercial property, for your practice or an investment.

Key Features:
•   Borrow up to 100%
•   Fixed, variable and line of credit options
•   Interest only, or principle and interest loans
•   Loans can be structured into super, spouse or trust entities

Deposit Facilities (with Government Guarantee1)

Get the best out of your cash flow with Investec cash management facilities. Whether you seek a call or term deposit, overdraft - or a combination, our POD range is sure to suit.

The POD+ is a unique product in Australia. Easy to use, this single account allows you to enhance your earnings in one combined deposit and overdraft facility, with competitive interest rates either way.

The d-POD enables you to save while earning a high variable interest rate on your entire balance, access your money on call, and has no minimum deposit requirements.

Further, Term Deposits are a great investment option if you are looking for a low risk investment with a predefined investment goal.

d-POD2 5.75% p.a. Immediate access. No minimum deposit required.
90 days2 5.75% p.a.
90 day term, interest at maturity.
120 days2 5.89% p.a. 120 day term, interest at maturity.
180 days2 6.36% p.a. 180 day term, interest at maturity.
1 year
flexi-advantage2
6.55% p.a.
10% access of principal without penalty, accessed
through a maximum of two withdrawals.
1 year
flexi-advantage2
6.45% p.a. 20% access of principal without penalty, accessed
through a maximum of two withdrawal.

Click here to download the Deposit Application form and Product Disclosure Document.

Deposit products are issued by Investec. Before making any decision to invest in these products, please contact Investec Experien, a division of Investec, for a copy of the Product Disclosure Statement and consider whether these products suit your personal financial and investment objectives and circumstances. We reserve the right to cease offering these products at any time without notice.

1Deposits made with Investec are guaranteed by the Australian Government as part of the Financial Claims Scheme for amounts up to AUD$1 million per client. Amounts in excess of AUD$1 million are also eligible to be guaranteed on application under the Australian Government Guarantee Scheme for Large Deposits and Wholesale Funding. The terms of the government guarantee may change in the future and Investec reserves the right to amend these terms accordingly.
2 Rates shown as at 19 July 2010 and Investec reserves the right to change the interest rate in relation to the Financial Products at any time without notice. Minimum deposits apply for some products.

Goodwill and Practice Purchase Loans  

Whether you want to buy a practice, a share in a practice, or free up some capital, Investec Experien provides a range of options.

We view the goodwill in practice as an asset we are comfortable to lend against. Financing your practice purchase this way leaves your assets free for other investment opportunities and may help you retain or increase otherwise lost tax deductions.

We will work with you to structure a loan or combination loan and lease package to make the funding of your new practice simple and cost effective.

This product is available for 3+ partner practices.

Home Loans  

When it comes to your Home Loan, Investec Experien's team of dedicated mortgage specialists will work with you to find a residential mortgage that is tailored to suit your needs, structuring a suitable repayment solution. Our range of Home Loan products, with lending up to 100%, are flexible, giving you the ability to make accelerated repayments or benefit from a low interest rate with fixed and variable options including offset facilities.

Income Protection / Life Insurance  

At Investec Experien, we believe we have an obligation to protect your future. Working together with Experien Insurance Service, we are able to offer you a comprehensive range of products, including income protection and life insurance, to protect yourself and your family's future well being. Click here for more information on this product.

Income Protection/Life Insurance is distributed by Experien Insurance Services Pty Ltd (Experien Insurance Services) which is an authorised representative of Financial Wisdom Limited AFSL 231138 (AR No.320626). Experien Insurance Services is part owned by Investec Experien Pty Ltd.

Professional Overdraft (secured or unsecured)  

Providing efficient cash flow management options, Investec Experien offers the accounting profession the benefit of a fully flexible overdraft facility that may be unsecured or benefit from a higher overdraft limit with asset security.

Self Managed Super Fund (SMSF) Lending  

Investec Experien's Self Managed Super Fund (SMSF) lending makes borrowing through your SMSF simple, enabling you to borrow up to 90% for Residential or Commercial Property.

All finance is subject to our credit assessment criteria.  Terms and conditions, fees and charges apply.  We reserve the right to cease offering these products at any time without notice.

Request a Product Information Sheet  

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Select requirements:
Deposit Facilities   Residential Mortgages 
Professional Overdraft
(POD+)
   Practice Fitout & Refurbishment Loan
Goodwill Loans   SMSF Lending
100% Commercial Mortgage   Insurance Services
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