Become a referral partner
Help your clients achieve their financial goals with our award-winning loan expertise
Join our professional network
Our referral partners come from a range of professions
Building and trades
Law and legal services
Relocation and removal services
Experience referral partner benefits
Your cherished clients are in excellent hands
Mutual growth opportunities
We'll refer customers to you should your services match our clients' needs. Revenue sharing arrangements may also be possible in some situations.
Diverse loan expertise
Whether your client's loan need is personal or business, we have expertise in all types of lending + trusted relationships with a wide range of lenders.
Marketing-leading rates and terms
Finding your client the best rate and terms can save them money, as well as enhance their financial well-being and wealth-building opportunities.
Trust and reputation
Since 2014, we have been delivering award-winning customer service and independent, ethical loan advice.
Save your client time and effort with our free tailored help. We do all the heavy lifting and help them navigate all of their loan options.
Come and meet our team
Christopher Jonson started My Finance Agent in 2014 after 15 years’ experience in the financial services and insurance industries. Chris realised that finance was confusing for most people and that 'big picture' thinking was not something banks wanted to help with. His response was to build an ethical, independent team of lending experts focused on helping clients live their best financial lives.
Sydney and Bathurst, New South Wales
Client referral process
Fast and efficient from start to finish
Please contact us to provide a few details about the client. A phone call to one of our loan experts is a good way to begin or you can submit the client's details online.
Please let the client know that we’ll be in touch shortly to schedule an initial chat where we'll gather information and talk about next steps should they wish to proceed with a loan application.
We work closely with the client to ensure an exceptional level of care and quality that + we keep you in the loop every step of the way.
Free and impartial loan advice
We know how important your clients are you to you.
We do the work
We take the time, effort and guesswork out of finding the right loan
Client pays nothing
We get paid by the lender and only after the loan settles
Being great at what we do is what drives us - winning awards is a bonus!
"First class and customer focused"
My Finance Agent was excellent. Their broker services are first class and customer focused. We went through four different broker organisations before we landed with My Finance Agent.