How do I refer a client?

 Four Simple Steps
 

Step 1

Qualify your client's borrowing capacity & cash flow affordability

 

 

Step 2

Complete the Client Referral Form and email this to the Business Development Manager

 

 

Step 3

Your dedicated Property Investment Adviser will contact you to discuss your client in further detail

 

 

Step 4

You can arrange an appointment for your client to meet your dedicated Property Investment Adviser

OR

With your agreement, your dedicated Property Investment Adviser will contact your client and arrange an appointment to discuss property investment in detail

 

 

 
For more information, or if you would like to join our Valued Intermediary Partner program, please contact our Business Development Manager on 1300 726 082 or click here.
John Hopkins