For accountants and advisers
Your clients need finance. You need a broker you can trust.
Refer business clients to a senior broker who works with you, not around you. We protect your relationship, keep you in the loop and help clients through the hard patches: tax debt, tight cash flow and banks saying no.
Spot the signs early.
You see the numbers before anyone else. When a client hits one of these, a quick call to us can keep the business trading, and keep them on your books.
- An ATO debt that is growing, or a payment plan they can’t keep up with
- BAS lodged but not paid, or super falling behind
- An overdraft at its limit, or customers paying slower than suppliers want paying
- A contract won that needs a truck, machine or fit-out before the first invoice
- Their bank has said no, or is taking months to say anything
- A refinance, buyout or commercial property purchase coming up
What your clients get.
A senior broker, 80+ lenders and a plan built from the financials you prepare.
Tax debt, refinanced
We can use equipment and vehicles they already own to clear an ATO debt, often with lower repayments than the payment plan.
Cash flow that keeps up
Invoice finance, overdrafts and short-term working capital for seasonal businesses and slow payers.
Equipment and vehicles
Chattel mortgage, lease or hire purchase for trucks, yellow goods, machinery and fleet.
A second opinion after a decline
Banks, non-banks and specialist lenders who look past a bad year or a missed lodgement.
Property and business purchases
Commercial property, refinances and business acquisitions, structured around the tax position.
Straight answers, fast
A clear read on what is possible, usually within a day, before anyone fills in a form.
What your practice gets.
You stay the trusted adviser. We work behind the scenes and never go around you. Your client relationship stays yours.
Clients who stay in business. Fixing a cash flow or tax problem early keeps good clients trading, and keeps them on your books.
Less chasing. We prepare the lender submission from your financials and only come back to you with specific questions.
You’re kept in the loop. Updates at each stage, from first call to settlement, so you’re never surprised.
Referral income, done properly. Commission is paid monthly on settled deals and disclosed to your client. No licence or extra admin needed on your side.
How a referral works.
01
Introduce
Send us a quick email or ask your client to call. A name, a number and the problem is enough.
02
We assess
We review the position, talk structure with you if you’d like, and give your client clear options.
03
We fund and report back
We manage the lender through to settlement and keep you updated along the way.
Become a referral partner
Let’s work together.
Tell us about your practice. We’ll email you our referrer agreement to review and sign online, usually within one business day.
What happens next
1. We call to say hello and answer any questions.
2. You sign the referrer agreement online.
3. You start referring, and we keep you posted.Prefer to talk first?
(02) 8060 3530