Referral partners
If you deal with business owners who buy vehicles, trucks, machinery or equipment, there's probably a referral arrangement here worth having. You keep the relationship. I handle the finance and tell you straight how it's going.
Who this suits
Your client mentions they need a ute, a truck or a fit-out. You send them my way instead of watching them go to their bank and get knocked back.
A buyer who can't get finance is a sale you lose. Send them to me and I'll work the panel while you hold the car.
Excavators, forklifts, workshop gear. Finance that lands quickly is often what gets the order signed.
You already know which of your clients are growing and what they need to buy to do it.
Asset finance sits outside most planners' scope, but your business-owner clients still need it.
If you deal with business owners buying things, there's probably a referral arrangement worth having.
What you get
Referral arrangements in credit are regulated, and I'd rather set this up correctly than casually. Before you send me a single client, a written referral agreement gets put in place through my licensee.
As a referrer you don't give credit advice, quote rates or recommend a lender. You introduce the client, with their permission, and I take it from there. That keeps you well clear of needing a credit licence of your own.
Any arrangement, including how referrers are recognised, gets agreed in writing before we start. Happy to walk you through the detail on a call.
How it works
Fill in the form below or just call me. We have a conversation about your business, your clients and whether this makes sense for both of us.
If we go ahead, a written referral agreement gets set up through my licensee before you send me anyone. Nothing informal, nothing on a handshake.
You pass on the client's details with their permission. I do the rest: the questions, the lenders, the paperwork, the settlement.
Start a conversation
No commitment on either side. We have a conversation, and if it makes sense for both of us we set it up properly.