Become a referrer page
The quality of the advice you give and the caliber of the people you recommend is of utmost importance if you are a professional. The biggest reason to partner with us is peace of mind. We don’t take referrals lightly. You need to know that your clients are being looked after by someone who understands deep strategy. We act as a professional extension of your own team, to make sure that every person you send our way is treated with the highest level of professionalism and advocacy.
While many brokers shy away from complex tax structures, self-employed borrowers, or clients with unique credit histories, we lean in. We provide the technical depth and relentless commitment needed to get deals done, keeping you informed every step of the way so you never have to wonder about the status of your client’s application.
What Makes Us Different
- A Strategy-First Mindset Most brokers look at the next 30 days. We look at the next 10 years. We structure lending to protect future borrowing power and align with the client’s broader wealth goals.
- Technical Expertise Our founder, Mary, brings a rare depth of knowledge in multi-entity structures and complex income streams.
- Radical Honesty We tell the truth, even when it’s uncomfortable. If a client isn’t ready to borrow, we don’t push them. We give them a clear roadmap of exactly what they need to do to get ready.
- Paperless Process We use the latest Open Banking technology (Frollo), we’ve killed the “paperwork mountain.” Our process is digital, secure, and respectful of the client’s time.
- No Stone Unturned We understand the niche policies of over 40 lenders. Often, the difference between a “no” and a “yes” is simply knowing which bank has a specific rule that fits the client’s unique situation.
Ongoing Guardianship We don’t disappear after the loan settles. We conduct regular 6–12 month reviews to make sure the client is still on the best rate and their structure is still working for them.
Benefits for Referrers
- Reputation Enhancement When we deliver a life-changing financial result, the client remembers who introduced them to us. Your status as a “trusted advisor” is reinforced.
- Transparent Updates You won’t have to chase us. We provide regular status updates (with the client’s consent) so you always know exactly where the application sits in the pipeline.
- Reciprocal Opportunities We believe in supporting those who support us. We are constantly looking for high-quality accountants, solicitors, and agents to refer our own clients to.
- Faster, Confident Closures For real estate professionals, our thorough pre-approval process means you can trust that a “pre-approved” buyer is actually ready to exchange, reducing fallen-through sales.
- Reduced Administrative Stress We handle all the financial data collection and bank negotiations, allowing you to focus on your core expertise without being dragged into lending logistics.
- Long-Term Client Retention We make sure your clients are in a strong financial position, we help keep them “in the game” so they can continue to utilize your professional services for years to come.
Who We Work With
- Accountants We ensure the lending matches the tax and entity structures you’ve carefully built for your clients.
- Financial Advisers We act as the implementation arm for the lending portion of your client’s broader financial plan.
- Real Estate Agents We provide rapid, honest feedback on buyer capacity to help you manage your campaigns with more certainty.
- Buyer’s Advocates We work in lockstep with you so that when the right property is found, the finance is ready to move at lightning speed.
- Conveyancers & Lawyers We pride ourselves on clean, timely settlements, ensuring that the legal process isn’t held up by bank delays.
Builders & Developers We manage the intricate progress-payment and construction-finance journey for your buyers, keeping your projects on track.
Referral Process & Options
We’ve made the referral process as simple as possible so you can get back to your core business. You can introduce a client to us through whatever channel works best for you and your client.
Phone Introduction
Give us a quick ring to discuss the scenario first. We love a “heads-up” on complex files so we can hit the ground running.
Zero Friction
Their digital platform is incredibly intuitive. It cuts out the usual clunky paperwork and back-and-forth, making the whole experience feel light and modern.
Online Referral Portal
Use our secure form below to drop in the client’s details in under 60 seconds.
Direct Contact Handover
Provide us with the client’s details and we will reach out directly, referencing you as the source so they know exactly why we are calling.
Partner Enquiry Form
Ready to start a conversation? Fill out the details below and we’ll be in touch to discuss how we can best support you and your clients.
Experience a Smarter Lending Process
Our partnerships are the tools we use to build your success. We believe in a lending process that is defined by clarity, not complexity. With the right partners in our corner, we are able to keep you at the center of the journey while we handle the strategy and infrastructure in the background.