People we know and trust
A home loan rarely stands on its own. There is usually a tax return, a contract, an insurance policy or a longer term plan sitting right beside it. These are the professionals we have worked alongside for years and happily send our own clients to.
Why we keep a list like this
Sooner or later almost every client asks us who they should talk to about their tax, their super or the contract they are about to sign. We would much rather point you to someone we have actually worked with than leave you scrolling reviews at midnight.
Everyone on this page has earned their spot by how they look after the clients we share. You are never obliged to use any of them. If you already have an accountant or planner you love, we will happily work with them too.
How an introduction works
One
We talk about what you need
Often it comes up while we are working on your loan. A business structure question, a contract that needs checking, or cover you have been meaning to sort out.
Two
We make the introduction
With your permission we connect you directly, or we give you their details so you can reach out in your own time. Your choice, always.
Three
We stay in the loop
Where it matters for your loan, like financials for a self-employed application or documents for an SMSF purchase, we work alongside them so nothing falls between the gaps.