Equifund Financial Group, specialises in commercial business solutions nation-wide.

The Equifund Financial Group team aims to provide innovative and cost-effective solutions for all businesses, guaranteeing a premium customer experience.

At Equifund, we facilitate all transactions from small to large, whether it’s purchasing new machinery or just upgrading your fleet, we will cater to your needs and assist in ascertaining the finance for your purchase

Strong networks, good relationships and trustworthy partners is at the core of business operations.

Equifund CEO’s Jake Berkowitz and Terry Sher have augmented a strong business model, creating an environment with like-minded individuals who aim to deliver the best results, allowing our clients to expand, grow and reach their personal and business objectives in quick time.

Efficiency

We will perform all services required by our clients in the best possible way, with the minimum waste of time and effort. We combine all of our teams’ skills and knowledge within the industry in order to best service our clients.

Fast

We pride ourselves on our ability to service our clients’ requirements immediately as we have engrained mutual trust and deep connections amongst all our partners in the industry. This allows us to get you what you need when you need it.

Guaranteed

We ensure our clients are always treated with a premium service, through our transparency, honesty and reliability. The Equifund team, guarantees a seamless experience throughout the entire process from the first phone call and beyond.

GETTING BETTER ALL THE TIME

What We Do

Here at Equifund, we focus on our core business values; Efficiency, Speed, and a premium customer experience that is Guaranteed! Providing commercial funding and business solutions around the country, teaming up with the best and most competitive banks and financial institutions known throughout Australia. Our team aims to provide innovative and cost-effective solutions for all business structures, assisting with short and long-term goals that suit the needs of our clients.

Meet Our Team

Our Leadership

Jake Berkowitz

Co-Founder and CEO

An experienced broker and driven leader, Jake built the Equifund team around one core principle: client service. Armed with a finance and accounting background, as well as training and certifications in Mortgage and Finance Broking, Jake applies his industry expertise and global experience to create a wide range of financial solutions from short-term loans for small businesses to large equipment purchases. His passion for business and finance is an integral part of the Equifund team.

Terry Sher

Co-Founder and CEO

Terry is a highly driven individual, with soaring levels of experience in the financial services industry in both Australia and America. Since attaining his degree from Macquarie University with a double major in Finance and International business, Terry has gained additional certificates and awards as a financial services provider, proving himself as one of the country’s best commercial finance specialists. Realising his skills and ability to service clients and deal with all complex business transactions that arise, there is no deal too big of a challenge.

Kevin Berkowitz

Company Director

Kevin is a highly successful businessman with a proven track record of success. He founded and self-managed his company, which, over a period of twenty years, he grew into a multi-million dollar market leader. That business was acquired at a significant premium by a private equity group, some years after which Kevin exited the business. Kevin is an entrepreneur with investments in several businesses across a broad spectrum of activities. He was one of the founder investors in “Jemstep”, a ground-breaking “robo-technology” company that successfully automated investment recommendations in the wealth management field. Kevin is a Director and board member of Zagga, an alternative investing platform. His significant business acumen, personal skills, and knowledge are of enormous value to the Equifund Group.

Anthony Levi

Company Director

Anthony Levi is a Chartered Accountant who commenced his career at Ernst & Young over 25 years ago. He has extensive experience in the finance industry as well as building businesses. Anthony is the founder of the Finflex group which provides corporate advisory (debt and equity), funds management, private equity and other financial services pursuant to its Australian Financial Services License. He is a founder and Board Member of American Electricity & Gas Holdings LLC, a group of retail energy providers and allied businesses headquartered in Houston, Texas. The American Electricity & Gas Holdings subsidiaries reached consolidated revenues of A$0.5 billion and circa 350,000 customers. Anthony enjoys backing and assisting enthusiastic entrepreneurs in building their businesses.

Clive Kirkpatrick

Company Director

A successful executive with over 25 years’ experience in banking and financial services both in Australia and offshore. Experienced in strategy formulation and execution, business management, sales management, and people leadership. A generalist background with sound understanding of marketing, product development, legal and compliance supported by a MBA. Governance and directorship skills through GAICD and memberships. Specialist knowledge and demonstrable capability in distribution. Clive was appointed to the Board of the Finance Brokers Association of Australia in 2020. FBAA is the largest finance broking industry body in Australia.

WE ARE TRUSTED

Our Lending Panel

Our Partners

Types of Loans

A Chattel Mortgage is primarily used in the event where an asset is being purchased for business use. It is structured similarly to a regular mortgage, where the lenders provide funds to purchase the asset (known as a Chattel) and register their security interest on the Personal Property Securities Register (PPSR) for the life of the loan. When all loan repayments have been made, you will have a full ownership of the asset.  

A cash flow loan is a type of unsecured borrowing that is used for day-to-day operations of any business. The loan is used to finance working capital and is paid back with incoming cash flows of the business.

A refinance occurs when the terms of an existing loan, such as interest rates, payment schedules, or other terms, are revised. Borrowers will try to refinance when interest rates fall, or they qualify for a lower rate loan. Refinancing involves the re-evaluation business’s credit and repayment status to obtain a better commitment.

An operating lease is an agreement that allows for the use of an asset but does not convey ownership rights of the asset. Operating leases are considered a form of off-balance-sheet financing—meaning a leased asset and associated liabilities.

A No-Doc loan refers to a no documentation loan where the lenders do not require borrowers to provide documentation of their income or do not require much documentation.

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