When is it Time to Rethink Your Finance Strategy, with Josh Steen

In this episode of The Bottom Line, Sevan sits down with Josh Steen, Founder of Lion Financial Group. Josh shares how his entrepreneurial journey led him into equipment and asset finance, where he built a business from zero to 250 clients in just three years. He explains how Lion Financial Group helps SMEs navigate lending, match with the right funders and secure finance quickly through access to more than 40 lenders. Across the conversation, Josh discusses the risks business owners face when seeking finance, the importance of choosing the right lending partner and how technology and AI are reshaping the broker market. He also shares his approach to goal-setting, measuring performance, building a strong team and maintaining control over the direction of the business. Josh also reflects on his alcohol-free journey in 2025 and the impact it has had on his health, leadership and business performance. Looking ahead, he discusses his ambition to grow the business to 1,000 clients, expand the team and potentially establish a mortgage-broking arm.See omnystudio.com/listener for privacy information.