Referral Partners
A finance broker your clients
can actually rely on.
If you're an accountant, bookkeeper, mortgage broker or trade adviser, you're often the first call when a client needs finance. We want to make you look professional by taking care of them properly — fast, honest, and without the pressure tactics.
Who we work with
We partner with businesses who regularly interact with clients who need finance.
Accountants & Bookkeepers
Your clients trust your advice on financial decisions. When equipment, vehicle or business finance comes up, we provide fast, structured options that your clients can act on — and we make sure the structure makes sense at tax time.
Mortgage Brokers
Many of your clients also need vehicle, equipment or business finance alongside their home loan. We complement what you do — not compete with it. A good asset finance outcome keeps your client relationship strong.
Trade Associations & Advisers
If you work with tradies, operators or small business owners, finance comes up regularly. A reliable referral relationship means your members and clients get sorted quickly — and you're confident in the outcome.
Car & Equipment Dealers
If your customers need financing for what you sell, a fast and reliable broker referral can close deals that might otherwise stall. We move quickly and keep you informed throughout the process.
How the referral process works
Simple, low-friction, and designed to work around how you already operate.
Connect with us
Fill in the form below or email us directly. We'll have a brief conversation about how you work and what your clients typically need.
Refer when it comes up
When a client needs asset or business finance, you pass their details to us — or point them to TradeFin directly. No complicated process, no paperwork on your end.
We take it from there
We contact your client promptly, handle the process end-to-end, and keep you updated on how things are progressing.
Your client is looked after
We treat your referral like they came directly to us — the same honest, fast service. That reflects well on you.
Referral arrangements
We offer referral arrangements for qualifying partners. Details including revenue structures can be discussed by making an enquiry below.
Talk to us about partnering
Fill in the form and we'll be in touch to discuss how we can work together.