Refer a Friend

Refer a friend or family member and receive a $250 gift card!

How this works in 3 simple steps:

  1. You realise a friend or family member could utilise my assistance with a home loan (First Home, Next Home, Refinancing, Investing)

  2. After you receive their permission, enter the details here so I can contact them and assist them with their home loan needs.

  3. Once this home loan is settled, I will send you a gift card to the value of $250!

It is that simple. 

You can refer as many times as you would like; you will receive a $250 gift card for each successful referral when the loan has settled! Refer to Terms & Conditions below for details.

What we offer

Choice

We have strong relationships with more than 40 leading lenders, which gives you countless options.

Your dreams = a reality

Finance is about more than just the interest rate. We craft bespoke strategies to help you achieve your goals.

Service you can count on

We care about whether you achieve your property and finance goals, so we stay in touch long after the deal's signed.

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Wendy Withers

Great service. Jake’s assistance in buying our first Investment Property made the process so easy. Couldn’t have done it without his help. Thoroughly recommend

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Olivia Wills

Jake has been amazing from start to finish of buying our first home. He has made everything a breeze with his ongoing support. Jake has definitely gone above and beyond especially with the purchase being private with no agents. He also provided amazing support with the family guarantee to not only us but to my parents. We really appreciate everything he has done. If you’re looking to buy a home we highly recommend Jake!

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CARMINE

Jake's expertise and dedication to his clients truly set him apart. He took the time to understand our needs and worked diligently to find the best options available for us. It was evident that he genuinely cared about our financial well-being. What could have been a stressful experience turned out to be smooth and straightforward. We are so grateful for his support and highly recommend him to anyone looking for a reliable and knowledgeable mortgage broker. Thanks Again Jake!

Terms & Conditions

To be eligible for the $250 gift card, the following criteria must be met:

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

  • Minimum loan size - $350,000

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

  • This referral program begins on 1st June 2024.

  • $250 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.

Frequently Asked Questions

Can you work with my existing bank to refinance or improve my loan?

Yes we can and we've helped many clients in this scenario! Reviewing your home loan doesn't always mean switching to another lender. Sometimes it's a matter of us liaising with your bank and agreeing on a more competitive solution. We will; analyse your current loan structure, understanding what's available and liaising with your current lender.

Can you help leverage my existing equity?

As a homeowner, you know all about working hard. Now it's time to make your home work hard for you. We can help you leverage your existing equity by; maximising borrowing power and cash flow, preparing an application to the lender and ensuring your loans are structured well.

Do you help First Home Buyers?

Yes! As moving into your first home is exciting, we guide you through the process and help you; access government grants including the First Home Owners Grant (FHOG), the home guarantee scheme, getting in with a lower deposit and avoiding lenders mortgage insurance.

Do you help with a loan to help me upgrade my home?

Of course! If you've outgrown your home and are keen to move to something that better suits your lifestyle, we can help by; leveraging equity and repayment history, preparing the loan application (whether it's a home loan or construction loan) or structuring the loan to suit your needs.

Are you able to help me apply for a loan?

As a mortgage broker, we have insight into the banks' closely-guarded lending policies, we can help you apply for an appropriate lender. We will; analyse your financials, understand your goals and help you determine the best match.

Can you help me refinance to another bank and see if there are better loan options out there?

If your bank won't play nice, we can help facilitate the move to another lender. We do this by; assessing your situation and goals, scouring the market for suitable offers and preparing all the paperwork.

Ready to get Started?