Referral partners

The people we trust with our clients

A home loan rarely sits on its own. Tax, property and paperwork all sit around it, so we have built relationships with professionals we are happy to put our name behind. If you need one of them, just ask and we will make the introduction.

Australia-wide

Accounting & tax

The Great Bean Counters

Cecilia Chen, Director and Principal Accountant

Cecilia is a Chartered Accountant and Registered Tax Agent who explains complicated tax in plain English. She is especially good with the self-employed, where the way your financials are prepared shapes what a lender will lend. She looks after individuals, small businesses, start-ups and not-for-profits, and is a Chartered Tax Advisor and Xero Gold Partner.

Services

Individual and business tax returns
Small business and start-up accounting
Business structure and tax planning
Xero setup and bookkeeping

Australia-wide

Financial advice

Henry Advisory

Izzy Tittor, Co-Founder and Financial Adviser

Izzy looks after ADF members, veterans and people earning good money who still feel they are not getting ahead, building the strategy around the loan, from super and insurance to life after settlement. That is the same gap we set out to close on the lending side, and getting the strategy right is what turns a good income into something lasting.

Services

Advice for ADF members and veterans
Strategy for high income earners
Superannuation and insurance
Long-term wealth

Australia-wide

Buyers agent

Ideal Buyer's Agency

Jade and Vern Fitzgerald, Buyer's Agents

A family-run, boutique buyer's agency that represents buyers only, on a transparent flat fee. Jade and Vern handle the whole search and bring off-market opportunities you may never see advertised.

Services

Buying a home or investment, anywhere in Australia
Off-market and pre-market properties
Due diligence, negotiation and auction bidding
Buying from interstate or overseas

Queensland-wide

Conveyancing

PropRT Conveyancing

PropRT looked after the conveyancing on one of our own property transactions, and the service and price stood out. Their team works across Queensland and South Australia and keeps you updated at every key milestone: contract, conditions and settlement.

Services

Residential buying and selling
Off-the-plan purchases and sales
Commercial and business conveyancing
Leasing

Brisbane

Real estate

Junction Estate Agents

Phil Whap, Lead Sales Agent

Phil sells apartments and homes across Brisbane's inner city, from Newstead and Fortitude Valley to the CBD. He knows these buildings properly, and he is straight with people. Apartments are also where the finance gets fiddly, so having your agent and your broker talking early saves grief later.

Services

Selling apartments and homes
Buying in the inner city
Auction and private treaty campaigns
Appraisals

Sunshine Coast

Buyers agent

Noosa Buyers Agent

Kristy Bruggy, Principal and Owner

A boutique, independent buyers agency established in 2006. Kristy has lived in Noosa since 1981, buys from Noosa Heads to the hinterland, and finds a lot of homes that never reach a listing site. A buyers agent works for you, not the seller, which counts for a lot in a market this tightly held.

Services

Finding and securing homes on the Coast
Pre-market and off-market properties
Buying from interstate or overseas
Negotiation and auction bidding

No pressure, no cost

How our referrals work

People we would use ourselves

We only refer to professionals we know and trust. If we would not send our own family to them, they are not on this page.

An introduction costs you nothing

We do not charge you to make an introduction. Whatever you agree with them is between you and them.

You are never obliged

Use them or do not, it makes no difference to us or to your loan. Already have someone you like? Keep them, and we will happily work alongside them.

Our partners are separate businesses. How we handle your details when we make an introduction is set out in our Privacy Policy, and the rest of the fine print is in our Terms.