If you are an accounting or financial planning practice seeking to integrate finance into your service offering—or if your existing finance division is underperforming—we would welcome the opportunity to discuss how our tailored solutions can meet your needs.
Unlike large aggregators with thousands of members, our tailored approach ensures that every partner receives the personalised support they need to thrive. We are proud to represent the ‘new wave’ of collaborative advice, empowering professional service firms to excel in an increasingly competitive market.
Operating in the finance industry can be complex, but with over 20 years of proven expertise, we simplify the process. We help eliminate teething problems and position your finance business for long-term success.
Our specialised licensee model is built around a win-win philosophy. We invest heavily in the success of each joint venture, offering a comprehensive suite of services to support your business’s growth, including:
Your brokers will operate under our formalised systems and compliance frameworks, powered by our Australian Credit Licence. This ensures they can work confidently and efficiently, supported by the leading aggregator group, Connective.
We also provide marketing content and strategy to help you attract clients and grow your finance division.
What sets our specialised licensee offering apart is our market-leading Broker Support Program, designed to allow brokers to focus on providing exceptional advice and growing their pipeline.
Each broker is assigned an experienced loan processor to assist with:
This ensures your team can deliver seamless service to clients while optimising productivity and efficiency.
We’d love the opportunity to discuss how a finance partnership can strengthen your business and drive mutual success. Let’s explore the synergies between our businesses and create a brighter future together.
If your clients need a tailored finance solution, you can confidently refer them to one of our experienced Finance Brokers. Your clients will benefit from our brokers’ expertise, personalised service, and unwavering commitment to finding the right solution to meet their needs.
We are trusted by over 100 Professional Service Firms, including Accountants, Lawyers, Financial Planners, and Property Advisors, to ensure their clients’ finance needs are met with exceptional care throughout the transaction and for the life of the loan.
Our brokers are accredited with more than 40 lenders and have access to thousands of loan products. This gives us the confidence to say that if a solution exists for your clients, we will find it. For Business Partners eligible to accept a commission split on settled referrals, we are happy to discuss mutually beneficial remuneration options.
To keep you informed, we provide updates at every key stage of the process and always ensure your clients are referred back to you when needed. Additionally, we’ve developed a comprehensive Referral Dashboard to give you real-time insights into the progress of your clients’ loan applications.
We are also open to designing customised programs for your clients, delivering value-added services tailored to their needs. Beyond that, we actively prioritise generating high-quality referral opportunities for you, creating a truly reciprocal partnership.
For businesses invested in promoting financial wellbeing for their staff, please review our Employee Wellness Program.
