Refer a Client

We recognise and reward the advocacy of our clients. Refer a friend and receive a reward on settlement.

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Refer a Client

Introduce a friend, colleague or family member and receive a $200 gift card.

It only takes 3 simple steps.

  • You realise a friend or family member could benefit from our help with a new loan or to refinance their existing one.

  • You ask for their permission and enter their details for us to reach out.

  • Once the loan is settled, we'll send you a $200 gift card.

Terms & conditions apply, see below for details.

We work with Australia's biggest lenders

Our Latest Reviews

Lin QIAN

Kevin Yang is my financial broker and he is very helpful and positive. Strongly recommended for future investment.

Alan Lin

I'd like to thank my broker Rita Zhang for helping me with my refinance. She was very professional, patient, and always responded quickly to my questions. The whole process was smooth and stress free. Highly recommend her service!

GLORIA CHEN

We had a wonderful experience working with Finance Broker Kevin Yang. He is patient, professional, and very attentive to every detail throughout the whole process. He always responded to our messages quickly and clearly explained each step, which made everything go smoothly. Thanks to his help, our loan application was completed successfully without any stress. Highly recommend!

Kevin Wang

Kevin Yang did an excellent job refinancing my home loan in a timely manner and answering any questions I had. Very happy with his professionalism and customer service. Highly recommend!

Austen Lavelle

​We are absolutely thrilled with the service we received from Bevis Ng and highly recommend him as a broker! ​What truly sets Bevis apart is the personalised care and dedication he provided throughout our entire home-buying journey. From the very beginning, he took the time to genuinely understand our unique financial situation and goals, ensuring that the advice and solutions he offered were perfectly tailored to our needs. ​Through all the complexities—dealing with banks and navigating changing interest rates right up until we finally purchased our home—Bevis was consistently there for us. His communication is flawless; he always responded quickly and kept us updated on our progress, which made a potentially stressful process feel manageable and transparent. He truly never offered a generic, one-size-fits-all solution. ​If you're looking for a broker who combines expert knowledge with a genuine, personalised commitment to your success, look no further than Bevis Ng. We couldn't recommend him more highly

Daven Rasaratnam

Kevin Yang guided me through the process of obtaining a loan from the bank and kept me updated on the progress. He tailored his approach to my specific needs and was of great assistance. Thanks again Kevin!

Terms & Conditions

Eligibility for the $200 gift card is based on this criteria

  • A successful referral is achieved once the loan has settled with the lender.

  • Minimum loan size - $500,000

  • Loan must be settled within 12 months from the date referral was received

  • This referral program begins on 1st June 2024.

  • $200 you receive will be in the form of a gift card only and will be sent digitally via your choice of sms or e-mail within 3 business days after home loan has settled.

Frequently Asked Questions

What does a mortgage broker do?

A broker acts as a go-between, finding and negotiating the best loan deal for your needs from multiple lenders.

Why use a broker instead of going directly to a bank?

Wide range of lenders, often with better flexibility and faster approvals than traditional banks.

How much does it cost?

Our service is typically free to you — we’re paid by the lender once your loan settles.

Do I get charged for a consultation?

We can help with Home and Investment Loans, Construction Loans, Car Loans, Personal Loans and much more. If you're looking to borrow to buy something, we can probably help.

What happens next?

We’ll assess your situation, compare loans, and guide you step-by-step until you secure the right loan.

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