Partner With FinanceMax — Empower Your Clients, Grow Your Business

At FinanceMax, we work with accountants, real estate agents, financial planners, and other professionals to help your clients secure the right finance solutions — whether they’re buying their first home, investing, refinancing, or expanding a business. We understand the value of trust, so we make sure your clients are looked after with clear communication, tailored loan options, and a process that reflects well on you.

We’ll handle everything — so you can continue focusing on your core business while unlocking a new revenue stream.

Smart Support That Drives Results

🏦 Access to a wide panel of lenders

Your clients get tailored loan solutions — from major banks to specialist lenders.

🔔 Clear communication throughout

You and your client stay informed from start to settlement.

💸 Referral commission paid on settlement

Earn a transparent referral commission split once your client’s loan is successfully settled.

🧩 Solutions for all clients

From PAYG to self-employed, SMSFs, and complex structures — we’ve got it covered.

🤝 Personalised service that reflects well on you

We handle each client with care and professionalism, strengthening your reputation.

📁 Minimal admin on your end

Just send the referral — we take care of all paperwork and follow-up.

At FinanceMax, we pride ourselves on delivering more than just loan approvals. We’re problem-solvers and trusted partners who know how to navigate complex scenarios and deliver outcomes that benefit everyone involved — especially your clients. Our experience, speed, and attention to detail are what set us apart.

 

📝 How to Get Started

1

Submit Your Details

Fill out our short referral partner signup form — it only takes a minute.

2

We’ll Reach Out

We’ll reach out with all the details and answer any questions you have about becoming a referral partner.

3

Start Referring Clients

Once you’re set up, you can begin referring clients and earning commission on settled loans.

Our happy customers

From Application to Approval – We Made It Happen!

Emily Chap

5/5
I had a fantastic experience with FinanceMax and their mortgage broker team.

Gargi Arora

5/5

Thank you for honest advice definitely recommend to friends and family

Parmjeet Singh

5/5

Very good service

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You ask, we answer

 

We’re here to help. Whether you want to understand how the referral process works, discuss commission structures, or ask about a specific client scenario — feel free to reach out. We’re always happy to answer your questions and support you every step of the way.

Anyone with clients needing finance — including accountants, real estate agents, financial advisors, and other professionals — as long as you’re a GST-registered business.

You’ll receive a competitive referral commission for every loan that successfully settles. We’ll provide a clear breakdown of the structure before you come on board.

Absolutely. We provide updates throughout the process so you’re always informed without chasing.

•🏡 Home loans (owner-occupied or investment)

•🚗 Vehicle and asset finance

•💳 Personal loans

•🧾 SMSF lending

•👔 Self-employed or complex income clients

If they need a loan — we can help.

🚀 Ready to Get Started?

Becoming a referral partner is quick and easy. If you have clients who need finance, we’re here to support you with expert guidance and a seamless process.

Fill out the form below and we’ll be in touch with the next steps and all the details you need.


Let’s Grow Together!
Become a FinanceMax referral partner and support your clients with trusted lending solutions.

Type of Business
Consent & Compliance