Introduce a friend, colleague or family member and receive a $200 gift card.
It only takes 3 simple steps.
You realise a friend or family member could benefit from our help with a new loan or to refinance their existing one.
You ask for their permission and enter their details for us to reach out.
Once the loan is settled, we'll send you a $200 gift card.
Terms & conditions apply, see below for details.
Ryan Rubinstein
I had the pleasure of working with Richie as my mortgage broker, and I couldn't be more impressed. He is incredibly intelligent and innovative in his approach, which is extremely rare to find in his industry. Richie was able to secure an amazing rate for me in a short period of time and was with me every step of the way. His communication skills are top-notch—clear, timely, and always thorough. Richie provided full-service support and was always available to answer any questions. I highly recommend Richie to anyone looking for a dedicated and knowledgeable mortgage broker!
Brad s
I can’t recommend Richie and Sum Finance highly enough! From start to finish, he made the mortgage process seamless and stress-free. His professionalism, deep industry knowledge, and genuine care for his clients set him apart from the rest. He took the time to understand my needs, provided clear and honest advice, and found the best loan options tailored to my situation. Communication was top-notch, and he always went the extra mile, (probably 23 extra miles) to ensure everything was handled smoothly. If you’re looking for a mortgage broker who is not only skilled but also truly invested in your success, Richie is the person to call. Five stars all the way!
Robbie Goldberg
Richie was fantastic to work with - highly recommend. He took time to understand our position, put forward multiple solutions and took the stress out of finding the right loan!
Stephanie Sewitz
Richie was invaluable in helping us secure our loan, and purchase our dream home. He was professional, patient and always available to answer any questions we had. Would definitely recommend!
Mei Q Chan
Rich was a really helpful mortgage broker—flexible, transparent, and quick to respond throughout. He provided clear guidance on the situation and made the loan process smooth and efficient from start to finish.
Hannah Alagna (AU)
Excellent service. Very responsive and practice - always a pleasure working with Richie and would highly recommend him to others!
Eligibility for the $200 gift card is based on this criteria
A successful referral is achieved once the loan has settled with the lender.
Minimum loan size - $500,000
Loan must be settled within 12 months from the date referral was received
This referral program begins on 1st June 2024.
$200 you receive will be in the form of a gift card only and will be sent digitally via your choice of sms or e-mail within 3 business days after home loan has settled.
Of course! We believe that we can find the best interest rate for you to refinance to, whether it's a Home Loan or Investment Loan.
We take look at a wide range of products available from Banks, Credit Unions & other lenders across the country. This means we can search thousands of products and make sure we're always recommending the best Home Loans for our clients.
We love helping First Home Buyers! We're experts at the entire process and can help you get the right Home Loan. We're also across the various schemes to help First Home Buyers such as the First Home Owners Grant and the various stamp duty exemptions available.
All of our Mortgage Brokers are accredited and members of the Mortgage and Finance Association of Australia. They are extremely professional and provide exceptional service across a range of lending options.
We can help with Home and Investment Loans, Construction Loans, Car Loans, Personal Loans and much more. If you're looking to borrow to buy something, we can probably help.
Mortgage Brokers are there to help you find the right loan whether it be from the major banks, smaller lenders or other sources. We have a broad range of products (more than any single lender can offer) which means we can do all the legwork to find the right loan for you.
COHEN FINANCE SERVICES PTY LTD ABN: 88 668 072 857. Credit Representative #564385 is authorised under Australian Credit License #389328
Disclaimer: This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.
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