Finance
Referral Program
Interestrate.com.au combined with our strategic partners have
assisted many financial planners, accountants and other professionals
nationally to realise their full business potential.
Our unique range of “referral” based
lending programs and financial services have been
designed to compliment your existing practice whilst
growing your core business in the simplest and most
cost effective manner.
The aim of the program is to allow advisers to refer
clients to Major lenders and their subsidiaries in
a user-friendly environment. These lenders will in
turn provide your clients with Premium Loan Option
Programs commonly known as “Professional Packages”.
Exclusive use of full time Personal/Business Bankers,
Not Brokers, ensures the need for training, accreditation or the on-cost
of employing additional staff to service client requirements is completely
removed.
Click Here to
download and view/print the Finance Referral Brochure.
| Benefits
to You |
 |
Benefits
to your clients |
| • Non-compete agreement with all lenders not
to market other financial services to your clients.
• Trail Income
• No minimum monthly loan volume required.
• Lending Manager completes all documentation. “NO
PAPERWORK” to distract you from your core
business area.
• Exclusive use of full-time
Personal and/or Business Banker employed and funded
by the lender.
• Lending Managers are fully
trained and have the ability to approve loans.
• Additional
and ongoing income streams.
• Buying power
of an established national network. |
• Through our association
with some of Australia’s
leading lenders, advisers are able to refer their
clients to a dedicated Personal or Business Banker
in a user-friendly environment.
•
Our lenders will
in turn provide your clients with a range of
lending solutions individually tailored to their
specific needs.
• Nil establishment fees
on most new and future loans.
• Discounts of
up to 0.7% (includes Line of Credit facilities).
• Dedicated
Lending Manager selected by adviser.
• Up to
$600 in transfer costs if refinancing.
• Fast
track the loan settlement in 2 weeks.
•
Fee Free cheque and savings account. |
Do you require
more Information on the Finance Referral Program?
If you require additional information about our national Finance
Referral Program please email or ring directly on our
business number:
Andrew Barbazza - Managing Director
Local Call - 1300 850 185
email: abarbazza@interestrate.com.au
Head Office: Melbourne
Suite 4, 310-314 Whitehorse Road,
BALWYN VIC 3103.
"Disclaimer:interestrate.com.au
provides information regarding financial products
offered by third parties, and makes and facilitates
referrals to financial institutions.
Interestrate.com.au does not provide financial services
and, in particular, does not offer financial product
advice. The 'Quick-Quote System' is for general
information purposes only, and does not constitute
financial product advice, an offer of a loan, a loan
approval or confirmation that a loan or other
financial product will be made available on particular
terms. Clients must be advised that before making
any commitment of a financial nature they should seek
advice from an appropriately licensed financial advisor.
Interestrate.com.au may receive a commission or other
remuneration from financial institutions to which the
clients of Introducers are referred.
Reasonable care has been taken to ensure that the
information on this website is correct and accurate.
However, interestrate.com.au does not accept liability
for any error or omission in relation to the
information, which is provided as a guide only.
All information should be confirmed directly with the
relevant financial institution."
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