REFERRAL PARTNERS
A finance partner who protects
the relationship you built.
Clear communication, considered lending strategy and a warm handover back to you, before, during and after the finance work.
THE SHORT ANSWER
Why refer a client to Monet Finance?
Monet gives your client a clear, commercially aware lending process while keeping you appropriately informed. We respect professional boundaries, never give advice outside our licence and treat your client relationship as something to protect.
BUILT FOR GOOD COLLABORATION
For advisers who value clarity and client care.
The best referrals feel coordinated to the client, even when several specialists are involved.
01
Accountants
Bring lending policy, acceptable evidence and serviceability thinking into the conversation without blurring tax-advice boundaries.
02
Buyers’ agents
Test the finance position early, communicate milestones clearly and reduce preventable surprises around contract dates.
03
Financial advisers
Coordinate implementation around the client’s licensed advice, especially where lending connects with investments or SMSF strategy.
04
Solicitors and conveyancers
Keep the finance work aligned with legal structure, contract conditions and the settlement timetable.
05
Real estate professionals
Help clients establish a credible next step while keeping approval and suitability language accurate.
06
Business advisers
Connect cash flow, property, equipment and working-capital needs to the client’s broader commercial objective.
HOW REFERRALS WORK
A straightforward handover, with no black box.
01
Warm introduction
Send a simple email introduction or ask Mike to contact the client directly with their permission.
02
Scope and consent
We clarify the lending goal, confirm boundaries and agree what updates can be shared.
03
Strategy and delivery
Monet assesses, compares, packages and manages the finance application.
USEFUL TO KNOW
Questions from referral partners.
Will I receive updates about the referral?
With the client’s consent, Monet provides appropriate milestone updates and flags issues that affect the shared timetable. Private client information is only shared where consent and professional obligations allow.
Do you pay referral fees?
Any referral arrangement must be documented, lawful and transparently disclosed where required. Contact Mike to discuss whether a formal arrangement is appropriate for your business and clients.
Will you give tax, legal or financial advice?
No. Monet stays within credit-assistance boundaries and works with the client’s accountant, solicitor and licensed financial adviser where specialist advice is required.
What clients are a strong fit?
Monet is particularly useful for self-employed borrowers, business owners, property investors and clients whose personal and commercial lending decisions overlap.
START WITH A CONVERSATION
Let’s make the next client handover feel seamless.
Call or email us to discuss the client’s goal, the timing and the cleanest way to introduce us.
No pressure. No jargon. Clear next steps.