For Professionals
Find the right finance first.
Sometimes it’s best to go looking for the right automotive or asset finance first, before you go looking for your next car, truck, forklift, boat or motorbike.
Finding the right package and repayments allows you to then find the right asset relative to your needs.
As we work with dealerships, we can often assist also with finding your new car and the right dealer, saving you time and money.
Financial Planners
Holistic Financial Solutions for Clients
- Financial planners focus on long-term wealth management, retirement planning, and investment strategies.
- Finance brokers specialize in securing loans for homes, vehicles, business assets, and personal finance needs.
- By working together, they can provide a complete financial solution that ensures clients get the right financing while staying aligned with their long-term goals.
Increased Client Retention & Trust
- Clients trust financial planners to guide their financial future. When a planner recommends a reliable finance broker, it ensures that financing aligns with their financial strategy.
- Conversely, finance brokers can refer clients to financial planners for wealth-building strategies, increasing both retention and value.
More Referral Opportunities = Business Growth
- A finance broker works with clients who need structured financial advice (e.g., first-home buyers, business owners, high-net-worth individuals).
- A financial planner works with clients who may need finance solutions (e.g., investment loans, debt restructuring, SMSF lending).
- By referring clients to each other, both professionals expand their client base and generate more leads.
Smarter Debt Management & Investment Structuring
- A finance broker helps clients secure loans, but a financial planner ensures the debt is strategically managed to avoid financial strain.
- Together, they can optimize loan structures (e.g., using offset accounts, fixed vs. variable rates, tax-efficient strategies) to enhance the client’s financial position.
Competitive Edge Over Other Financial Planners
- Many financial planners do not offer lending solutions, leaving clients to find their own brokers.
- By having a trusted finance broker partner, a financial planner can offer a seamless, one-stop financial advisory service, making their business more attractive.
Better Wealth-Building Strategies
- Clients investing in property, businesses, or other assets often require financing.
- A finance broker helps secure the funding, while the financial planner ensures it fits into a long-term wealth creation strategy (e.g., leveraging debt for investment, tax structuring).
Increased Revenue & Additional Income Streams
- Financial planners can receive referral commissions from finance brokers, adding a passive revenue stream.
- Likewise, finance brokers benefit from referrals to the financial planner, creating a mutually beneficial partnership.
More Lending Options for Clients
- Many financial planners work with clients who need more than just traditional home loans—such as SMSF loans, investment property finance, or commercial lending.
- Partnering with a finance broker gives clients access to a wider range of lending solutions that align with their financial plans.
Compliance & Risk Mitigation
- A financial planner ensures that a client’s loan decisions are aligned with their risk tolerance, investment strategy, and retirement goals.
- A finance broker ensures that the loan is structured properly and complies with lending regulations.
- This reduces the risk of clients overextending themselves financially.
Strengthened Professional Network & Reputation
- Partnering with a trusted finance broker enhances the financial planner’s reputation as a full-service advisor.
- A finance broker benefits from being associated with a respected financial planner, boosting credibility in the industry.
Accountants
1. More Financing Options for Clients
- Many accounting clients need asset finance for business equipment, vehicles, or machinery.
- By working with an asset finance broker, accountants can offer clients tailored funding solutions without sending them elsewhere.
2. Smarter Tax & Cash Flow Strategies
- Accountants help clients minimize tax liabilities and structure finances efficiently.
- An asset finance broker can ensure financing is structured tax-effectively, such as:
- Using leasing options to keep assets off the balance sheet.
- Structuring loans for maximum tax deductions.
- Helping businesses preserve working capital while acquiring necessary assets.
3. Increased Client Retention & Trust
- Clients trust accountants to guide their financial decisions. By introducing a reliable asset finance broker, accountants provide added value without clients needing to search for financing independently.
- This strengthens the accountant’s role as a trusted business advisor.
4. More Business Growth Through Referrals
- Many businesses require both accounting and asset finance services. A partnership ensures a steady flow of referrals between both professionals.
- The accountant sends clients to the finance broker for funding needs.
- The finance broker refers clients back to the accountant for tax, compliance, and business advisory services.
5. Competitive Edge Over Other Accounting Firms
- Not all accountants have access to finance solutions for their clients.
- Offering asset finance partnerships sets an accountant apart by providing a one-stop business financial solution.
6. Better Debt Structuring & Financial Health for Clients
- Accountants analyze financial statements, but a finance broker structures loans strategically to ensure clients:
- Don’t overextend on debt.
- Get the most competitive interest rates.
- Secure financing that aligns with their financial goals.
7. Faster Approvals & Access to a Range of Lenders
- Businesses often need quick access to equipment or vehicle financing.
- An asset finance broker can secure fast approvals from multiple lenders, ensuring clients get the best deals without delays.
- This allows the accountant to help clients act quickly on business opportunities.
8. Passive Revenue & Additional Income Streams
- Accountants can earn referral commissions from asset finance brokers.
- This creates a new revenue stream without additional work, while ensuring clients receive high-quality financial solutions.
9. Supporting Business Growth & Expansion
- As businesses grow, they need more equipment, vehicles, and capital investments.
- An accountant can work with an asset finance broker to help clients scale efficiently, ensuring financing aligns with long-term goals.
10. Stronger Professional Network & Reputation
- Partnering with a finance broker enhances an accountant’s professional network and credibility.
- It also improves industry connections, leading to more referrals and business opportunities.
Let's Work Together
Dealers / Brokers / Professionals
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