What it is
Where a lawful and appropriate structure exists, finance may help qualifying clients participate in selected ownership opportunities across the Stratum ecosystem.
Wealth and ownership
Ownership-linked finance
Create a responsible path from participation to ownership.
Where a lawful and appropriate structure exists, finance may help qualifying clients participate in selected ownership opportunities across the Stratum ecosystem.
About this service
Understand what the service offers and how it can help you.
Who it is for
Qualifying clients considering a lawful ownership opportunity within the wider Stratum ecosystem.
How Stratum offers it
We coordinate the financial plan, opportunity context and specialist parties so that the structure can be considered carefully—not treated as simple access to capital.
The benefits
This service can support the outcomes that matter to you.
Explore qualifying ownership
Understand risk and affordability
Coordinate specialist advice
Protect long-term financial priorities
Your experience
We guide you through a clear and connected process.
Identify
A qualifying opportunity and its ownership structure are considered.
Test
Affordability, valuation, risk and appropriate security are assessed.
Structure
Authorised providers and legal specialists determine what is permissible.
Decide
You receive clear information before choosing whether to proceed.
What we can bring together
We coordinate the specialist capabilities your plan requires.
Qualifying investment positions
Employee financial solutions
Salary-linked finance
Home and vehicle finance
Emergency financial solutions
Specialist legal and tax coordination
For Stratum Private Clients
Your service, connected through
one relationship.
This service is offered to Stratum Private Clients as part of a coordinated relationship. The Stratum Private Clients App is intended to bring your request, financial position, relevant provider information and ongoing support into one clear view.
Retirement savings are never simply treated as collateral. Any structure is subject to applicable law, affordability, valuation, appropriate security and independent provider approval.
Explore the Private Clients AppContinue exploring
Insurance
Protect the life behind the balance sheet.