Refer & Reward

Refer & Reward Program

Know someone looking for a home loan?
We believe great clients know great people! If you refer a friend, family member, or colleague – we’ll take exceptional care of them, and thank you for the introduction.

Here’s how it works

Just three simple steps

  1. Make a referral

    Share your details and your referrals name using our Quick Form below (or send them our way directly). Make sure they mention you!

  2. We do the rest

    We’ll either reach out or welcome them when they get in touch – then guide them through their options and provide them with expert advice.

  3. You’re rewarded

    As soon as their loan settles, we’ll send you a $250.00 gift card as a token of our appreciation.

Why refer to us?

  • Personalised, client-first approach
  • Clear, honest communication
  • Access to a wide panel of lenders
  • Support from enquiry to settlement & beyond

Ready to refer?

Submit via our Quick Referral Form below.

Give us a call, send an email or a message.

    Quick Referral Form

    Your Details

    Who you’re referring?

    Terms & Conditions

    Eligibility

    • The referrer must be a previous or existing client (or otherwise approved contact of our business).

    • Minimum loan size $500,000 & must settle 12 months from the date referral was received.

    • The referred client must be a new client and not already in our database.

    Qualifying Referral

    • A referral is considered successful only when the referred client’s loan has settled.

    • Pre-approvals or applications alone do not qualify for a reward.

    Referral Reward

    • A referral reward (e.g. gift card) will be issued electronically after settlement.

    • Rewards are not transferable, exchangeable, or redeemable for cash.

    • We reserve the right to substitute the reward with a similar alternative if required.

    Multiple Referrals

    • There is no limit to the number of referrals you can make.

    • Rewards are issued per successful settled loan.

    Privacy & Consent

    • By submitting a referral, you confirm that you have obtained consent from the individual for us to contact them.

    • All personal information will be handled in accordance with our Privacy Policy.

    Exclusions

    • Self-referrals are not permitted.

    • Referrals from employees or related parties may not be permitted.

    • Commercial or bulk referral arrangements may be excluded unless agreed in writing.

    Changes to the Program

    • We reserve the right to modify, pause, or withdraw this program at any time without notice.

    • Referrals from employees or related parties may not be permitted.

    • This referral program is not intended to influence credit assistance recommendations or outcomes.

    • This program commences 13th April 2026.