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

Ricky L.

Tina was absolutely fantastic in helping us refinance! She was all over every aspect of the process thinking 2 steps ahead always! Couldnt recommend enough :)

Andrew Ong- Tran

Bevis is outstanding. Consistently goes above and beyond to look after his clients as well as takes the time to educate and explain specifics across the process which in my case was via smsf. Definitely comes very highly recommended with genuine care, trust and know- how. Thank you Bevis.

Lilian Tu

Kevin Yang is very nice, professional, and responsible. He followed up closely throughout the whole process and always responded in a timely manner. We really appreciated his patience, attention to detail, and professional advice. Highly recommended if you are looking for a reliable finance broker.

Anjin Liu

Kevin Yang provided quick, efficient, and highly professional loan service. He was very responsive, easy to work with, and made the whole process smooth and stress-free.

Ali Khadem

We had an excellent experience refinancing our home loan with Rita. She was extremely professional throughout the entire process. Despite the complexities of our case, she remained consistently supportive, paid great attention to every detail, and made everything feel smooth and stress-free for us. We truly appreciate her hard work and dedication, and we highly recommend her to anyone looking for a reliable and knowledgeable broker. Thank you, Rita, for your outstanding work.

Derrick Xiao

Kevin Yang helped me with my refinance and was very professional, responsible, and detail-oriented throughout the whole process. He explained everything clearly, followed up promptly, and made the refinance process much smoother and less stressful. I really appreciate his hard work and support, and would highly recommend him to anyone looking for a reliable finance broker.

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.