Refer a Friend

Introduce a friend, colleague or family member and receive a $200 gift card.

It only takes 3 simple steps.

  • You realise a friend or family member could benefit from our help with a new loan or to refinance their existing one.

  • You ask for their permission and enter their details for us to reach out.

  • Once the loan is settled, we'll send you a $200 gift card.

Terms & conditions apply, see below for details.

Terms & Conditions

Eligibility for the $200 gift card is based on this criteria

  • A successful referral is achieved once the loan has settled with the lender.

  • Minimum loan size - $500,000

  • Loan must be settled within 12 months from the date referral was received

  • This referral program begins on 1st June 2024.

  • $200 you receive will be in the form of a gift card only and will be sent digitally via your choice of sms or e-mail within 3 business days after home loan has settled.

Recent Reviews

its been an honor to have James as our mortage broker. He has made this process so smooth and less stressful for us. Such a dedicated worker, working in the late hours of the night and/or early hours of the morning. Highly recommend James as your broker. We like to thank you James!

Alzira Correia

James gave great advice on the different lending options available to help navigate and decide the best way forward. He was able to get things done quickly and the whole process was streamlined with systems like client portal which made it ...

Kyle Core

James was very open and honest throughout the process. He made it easy to understand how everything worked and found the best options for us. Communication was clear, and he was always available and contactable when ...

Jasper Flynn

Awesome service. Awesome help. Got just what we wanted and helped so much all the way through???? ...

Daniel Grosse

Frequently Asked Questions

What kind of interest rates can you offer?

I take look at a wide range of products available from Banks, Credit Unions & other lenders across the country. This means I can search thousands of products and make sure we're always recommending the best Home Loans for our clients.

Why should I use a Mortgage Broker?

Mortgage Brokers are there to help you find the right loan whether it be from the major banks, smaller lenders or other sources. I have a broad range of products (more than any single lender can offer) which means I can do all the legwork to find the right loan for you.

Are your mortgage brokers licensed and accredited?

I am accredited and a members of the Mortgage and Finance Association of Australia.

Can you help with refinancing an existing Mortgage?

Of course! I believe that I can find the best interest rate for you to refinance to, whether it's a Home Loan or Investment Loan.

Can you only help with Home Loans?

I can help with Home and Investment Loans, Construction Loans, Car Loans, Personal Loans and much more. If you're looking to borrow to buy something, I can probably help.

Can you help First Home Buyers?

I love helping First Home Buyers! I'm an expert at the entire process and can help you get the right Home Loan. I'm also across the various schemes to help First Home Buyers such as the First Home Owners Grant and the various stamp duty exemptions available.

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