B. MOSES ASSET MANAGEMENT
Portica SME Private Debt Services
We believe in partnerships

Specialist SME Private Debt services supporting investors with stable fixed-income distribution all in a secure and safe. we are challenging the overly exploited SME lending market with flexible solutions that can be tailored to the unique circumstances of our SME clients. In conjunction with our SME private lending partners, we work with you to find a suitable solution befitting your unique position.

Private Debt Australia
Disrupting the SME finance space in Australia with Portica Private Debt Services

In serving your unique SME finance needs, we are in partnership with our Investors and SME clients to challenge and disrupt the SME market.

In partnership with PORTICA, we provide specialist Private Debt investment services supporting investors with stable fixed-income distribution all in a secure and safe space. Our investment supports Aussie businesses to secure the right funding they need to support their growth and more.

Working with PORTICA, we are dedicated to providing flexible private debt solutions focused on helping improve the mental health and sense of well-being of the personalities who have been the backbone of our economy.

SME Support Services

Better SME Advisory & Lending Support

In searching for SME debt providers, we can guide you with the right advice. We work in partnerships with Portica and other third party SME focused ethical lenders to provide our business owners with advisory and support services in attaining their business finance:

  • Unsecured business loans for:
    • Short-term cashflow needs
    • New business acquisition
    • Business expansion
    • Equipment finance
    • Commercial property purchase
    • Warehouse purchase and more.
  • Security backed business loans:
    • Commercial properties and warehouse purchases
    • Equipment finance
    • Business expansion
    • Real estate development and more.

SME Clients?

Who are our SME clients?

We service SME owners or Self-employed business professionals across all industries. Please note there are certain eligibility assessments to be carried out before we can confirm your status as a client. Some of the professionals we serve are:

  • Finance Professionals 
  • Construction 
  • Real Estate Professionals 
  • Professional Services
  • Hospitality Services 
  • Healthcare & Medical Professionals
  • Manufacturing, Transport & Logistics
  • Education and Training Professionals
  • Agriculture and Fishing 
  • Engineers & IT Professionals 
  • And More. 

In partnership with PORTICA, we offer high net worth investors, family offices, financial advisory practice, and institutions the opportunity to participate in our private debt finance platforms providing high fixed interest distributions to investors.
On every transaction, the primary goal is the preservation of capital through rigorous assessment and management of risk with parallel maximisation of investment returns.

We have adopted a proactive approach and have established concrete procedures to monitor the performance and the credit quality of all the private debts issued whilst we have instituted clearly defined remedy steps towards risk management.
The private debt made through both platforms is advanced on the premise that the borrower provides security. Such security will normally take the form of residential or commercial property. Other types of security that may be considered to enhance the collateral strength include company shares, marketable securities, and personal guarantees. The minimum deal size for SMF to gain entry into private debt placement ranges from a minimum deal size of $500,000 to a maximum deal size of $10,000,000.

Retail advisers and self-directed investors can benefit from our expertise in equity capital markets opportunities.

We provide comprehensive access to primary and secondary markets, including IPOs, capital raising, and placements, with ongoing research and stock recommendations and excellent execution and distribution capabilities.

Investors can analyse and invest in over 35,000 securities across 30 different exchanges – including the ASX, NASDAQ, NIKKEI, and more from a single, intuitive solution.

Our bespoke strategic advisory services can be designed to support and meet the advice needs of first-time or experienced family investors, retirement planners, superannuation and SMSF investors, wholesale investors, financial advisers, business owners, medical professionals, and corporate clients. Discuss your needs with your B. Moses Private Wealth financial and investment adviser.

Our clients always come first. Working with data protection, encrypted software, and platform service providers, our simplified new way of asset management is to stay connected and supportive via a secure portal for advisers and investors.

BMAM operates a diversified set of software, risk, and investment platforms. We provide 24/7 access to your investment holdings, regular reporting, and ongoing financial and investing insights, guidance, and services to help our investors achieve their financial and investing goals.

We work with providers such as Macquarie, Caprock, Desktop Broker, Mason Stevens, Netwealth, HUB24, New Quantum, Dash, TAL, AIA, Neos Life, BT, and others. The spread of options mitigates concentration risk, widens investors’ choices, and provides resilience to our advice and investment process.

Portica’s SME private debt team can provide guidance on how to best approach your business loan needs with private debt solutions. 

You are requested to complete the short form and request to be contacted for a brief confidential consultation. 

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understand the market

Retail advisers and self-directed investors can benefit from our expertise in equity capital markets opportunities. We provide comprehensive access to primary and secondary markets, including IPOs, capital raising, and placements, with ongoing research, stock recommendations, and excellent execution and distribution capabilities. Investors can analyse and invest in over 35,000 securities across 30 different exchanges – including the ASX, NASDAQ, NIKKEI, and more from a single, intuitive solution.

Build People's Dreams

Our broader service offerings have been designed after testing strategies, not products. As a client, we’ll provide 24/7 access and regular reporting.

Understand Asset Classes

Exposure to the major asset classes, including equities, fixed interest, ETFs, managed accounts, managed funds, alternative investments, property-based assets (direct/managed funds), private debt investments, and portfolio management.