Bleu Haven Finance

Services

Business & Commercial Finance — Mornington Peninsula

5.0 from 10 Google reviews

BleuHaven Finance arranges business and commercial finance for owners and investors across the Mornington Peninsula and Melbourne's South Eastern Suburbs. From commercial property and working capital to development and acquisition finance, we structure funding around how your business actually runs, not just the deal in front of you.

If your lending is spread across companies, trusts and properties, you have probably felt the frustration of losing your banker every year or two: a relationship manager who spent years learning your business, then moved on, leaving you to work out who now looks after your portfolio and explain your story all over again. BleuHaven is built to be the opposite: one point of contact who understands your business, your family and your goals over five, ten and twenty years, so you always know exactly who to call, without retelling your story.

We work with self-employed operators, family businesses, trading companies and property investors across the Peninsula: Mornington, Mount Eliza, Frankston, Hastings and the surrounding trade and retail hubs. Complex ownership, multiple entities and seasonal cash flow are the norm in our client base, not the exception.

Self-employed income is where we do some of our best work. Sole traders, contractors and company directors are often told no by a bank simply because their financials don't fit a tidy PAYG template, yet with the right lender and the right presentation of add-backs, retained earnings and trust distributions, the same application gets approved. We know which commercial and business lenders read self-employed numbers properly.

Banks constantly change their appetite for different industries and structures. We act as your eyes and ears across the market, finding the lenders currently competing for businesses like yours and packaging your application (financials, projections and security) so it is read in the best possible light.

Our role is to be your long-term finance partner. As your business grows and lending markets shift, we revisit your facilities, test whether your pricing is still sharp, and make sure your structure supports your next move rather than just yesterday's capital need.

Commercial lending also moves faster than many owners expect. A facility priced keenly two years ago can quietly slip behind the market, and lenders rarely volunteer a better deal on an existing loan. We review your commercial and business facilities the same way we review home loans (on rate, structure and security) and tell you when a refinance or renegotiation is worth the effort.

If you are weighing a commercial purchase, a cash-flow facility or a refinance, a conversation costs nothing. We will tell you honestly what is achievable, which lenders to approach, and how best to structure it.

Benefits

Banks constantly change their target markets and borrowing appetites, and the lender that was competitive last year may not be today. We monitor the market so you do not have to, identifying which lenders are currently offering specials for your industry or structure, maximising your borrowing capacity, and minimising the total cost of your facilities across the whole relationship, not just the headline rate.

Live market and lender insight

Maximised borrowing power

Future-proof structuring

Proactive portfolio reviews

Types of lending

As your business evolves and markets shift, we stay involved, reviewing your structures and making sure your lending keeps supporting your growth. These are the main types of commercial and business finance we arrange for clients across Mornington, Frankston and the wider Peninsula, each structured to your ownership and your cash flow.

01

Commercial Property Finance

Funding to buy, refinance or release equity from owner-occupied and investment commercial property — offices, retail, industrial and mixed-use — including the multi-entity and complex ownership structures common among Peninsula business owners.

02

Business Lending & Working Capital

Facilities that support day-to-day cash flow, stock and expansion (overdrafts, business loans, lines of credit, invoice and trade finance), sized to your trading position and structured so repayments match how the money actually comes in. We look at the whole picture, not one product, so your working capital fuels growth instead of straining it.

03

Development & Project Finance

Structured lending for small-scale developments and multi-dwelling projects across the Mornington Peninsula, including lender positioning, feasibility support and drawdown schedules aligned to your build program.

04

Acquisition & Expansion Finance

Debt structuring for business acquisitions, buy-ins, group restructures and strategic expansion, arranged so the funding supports the growth plan rather than straining it.

05

Trust & Company Borrowing Structures

Commercial lending held through trusts, companies and SMSFs, structured with your accountant and your asset-protection strategy so ownership and security sit exactly where they should.

06

SMSF & Commercial Property Investment

Lending to hold commercial property inside a self-managed super fund, arranged within the strict borrowing rules and alongside your accountant and adviser, so the structure is compliant and the numbers stack up before you commit.

Recent client engagements

The engagements below are real but anonymised, and are shared to show how we approach complex situations. Every client’s circumstances are different, and past outcomes are not a promise of future results.

Transport and logistics business — one structure instead of many

A transport and logistics business running more than 20 trucks, with staff and subcontractors, had built up lending across multiple banks and facilities over years: commercial property held in a family trust, residential investments in another entity, and the family home in personal names. The business was profitable, but cash flow moved with fuel prices.

Rather than arranging another loan, we ran a full review of the banking structure. Using equity in the commercial property portfolio, we arranged a commercial term facility that refinanced more than ten higher-interest truck loans into a single lower-rate facility with an offset, consolidated the commercial property lending, refinanced the home loan, and reorganised the facilities so each one links to the right asset.

For this client the result was a simpler structure with far better visibility, annual cash-flow commitments reduced by approximately $150,000–$170,000, and a single point of contact who understands the business, now positioned to invest in more trucks, drivers and contracts.

Healthcare professionals — buying a clinic with equity, not savings

Two healthcare professionals, a podiatrist and an osteopath, were buying a large clinic with treatment rooms and a sports-rehabilitation facility. One had taken around 18 months away from work after the birth of a child and was subject to a non-compete, so their income history was complicated.

We started with strategy rather than a loan application: the ownership structure, realistic income projections, the story behind the numbers that lenders need to see, and matching all of it to the right lender’s policy. By using equity in their existing properties as security, we arranged finance for 100% of the property’s value, preserving their savings for stamp duty, professional costs and a small renovation budget.

Pre-approval was secured before negotiations began, so they could make an offer without a finance clause and negotiate from certainty. The value was in the plan, not just the loan.

Frequently asked questions

What kinds of business finance can you arrange on the Mornington Peninsula?

We arrange the full range (commercial property loans, business loans and working-capital facilities, equipment and asset finance, development and project finance, and acquisition funding) for businesses across Mornington, Frankston, Hastings and the wider Peninsula and South Eastern Suburbs.

Can you help if my business has complex or multi-entity ownership?

Yes — that is exactly where a broker earns their keep. We regularly structure lending across trusts, companies, partnerships and SMSFs, and we know which lenders are comfortable with layered ownership and which will simply say no. Presenting the structure correctly is often the difference in getting approved.

Do you charge a fee for commercial finance?

Commercial lending is more varied than home loans, so it depends on the deal. In many cases we are paid by the lender; where a transaction warrants an advisory or broking fee, it is agreed transparently and in writing up front, with no surprises.

How do you get me a better commercial rate?

By competition and packaging. We take your position to multiple lenders who are actively chasing business like yours, present your financials in the strongest defensible light, and use your whole banking relationship, not just one facility, as leverage to negotiate pricing and terms.

Can you review my existing business loans?

Absolutely. Many clients come to us just for a review. Even if you are not ready to refinance, knowing whether your current facilities and pricing are still competitive is valuable — and reviews are where we often find the quickest wins.

How long does commercial finance take to arrange?

It varies more than a home loan, because commercial lenders assess the business, the security and the structure. Straightforward deals can move in a couple of weeks; complex or development finance takes longer. We manage the process end to end and keep you informed at every step, so there are no surprises on timing.

Let’s structure your finance the right way

Book an introductory session and we’ll map lending around your goals, not just the transaction at hand.