relationship based

  • We can suggest joint initiatives that will re-engage your clients and boost your business activity.
  • Access to a growing list of professional business partners who can add value to your business.
  • Insights and presentations guaranteed to improve your knowledge allowing you to be seen as the “expert” by your clients.
  • A business referral partner that is relationship based not focused on transactions or $’s but on you and your clients and how we can help.

why partner with us?

So many reasons….here are some of the most compelling:
Access to finance specialists that have extensive experience and knowledge; your finance specialist has at least 20 years industry experience and a comprehensive understanding of all aspects of finance.

Benefit from our effective, efficient systems and processes: we utilise state of the art customer relationship management software to ensure timely action and client/referrer communications.

A dedicated partnership manager appointed to look after our relationship ensuring you get the best service. A true dedication to both you and your business. Does your current lending partner offer you this?

Access to a broad panel of lenders and no restrictions imposed by a third party on who we can and can’t deal with. And we don’t just do home loans.

Frequent updates at key points in the process plus you can also view your client’s files, add notes and tasks to the files through our online CRM, giving you more information and better control.

We hold our own Australian Credit Licence means we have undertaken the rigorous process, determined by ASIC, to obtain a licence; rather than taking the simpler option of becoming a credit representative under someone else’s licence. This guarantees our autonomy from any lender or other group.

For a confidential chat to see how we can help you, your business and your clients please contact us today on 03 9832 0802 and our Partnership Manager will only be too happy to help.