Referral & Partner Services

Accountants

Help your clients generate better financing arrangements

Your referral hub provides a centralised area for learning, introducing scenarios or request for deal support.

 

SUBMIT LENDING OPPORTUNITY

Join Referral Hub

  • Refer Deals to experienced Commercial Finance Brokers.
  • Mentoring for Commercial Banking Scenarios.
  • Fulfilment Centre to build Client Submissions and Reviews.

 

JOIN REFERRAL HUB

Experience in Finance

You may already have existing finance or mortgage broking arrangements in place.

Our award-winning expertise in lending and banking transactions is founded on a depth of knowledge across accounting, economics, marketing and legal.

So we are here to fill any gaps.

Access support when you need for:

  • Mortgage & Property Scenarios
  • Business Finance Scenarios
  • Finance & Covenant Reviews
  • Refinancing & Restructuring
  • Private Banking
  • Transaction & FX Services

More Information?

Not sure where to start? Contact us to make a plan. We have a range of resources that help you plan your next steps in supporting your clients with banking & finance needs.
RESOURCES LEARNING ACADEMY

Providing Security or Guarantees for Debt

When borrowing money, we are usually required to pledge funds or assets to support the lender’s...

READ MORE >

Economy & Property - November 2023

November 2023: Rate Decision & Economy

READ MORE >

Learning and Resources

We love to share resources and nourish your knowledge. Our depth of experience is an open book for your benefit.
RESOURCES LEARNING ACADEMY

Providing Security or Guarantees for Debt

When borrowing money, we are usually required to pledge funds or assets to support the lender’s...

READ MORE >

Economy & Property - November 2023

November 2023: Rate Decision & Economy

READ MORE >
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