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.
Amanfo Charles
Express Service, good Customer relations 👍🏻👍🏻👍🏻 …
Sarah Dahdah
Leo Becker
We had interviews with several brokers before buying our first property, and Richard was clearly the best choice. He was knowledgeable, responsive, and genuinely helpful at every step - answering our questions and explaining each step of the process in detail. Buying an apartment and all financials around it can be stressful, but he made it easy. Highly recommend if you want someone reliable on your side.
Lachie G
slow and unreliable.
Priscilla De La Piedra
We couldn’t recommend Richard and Michael highly enough as mortgage brokers! They were incredibly attentive, caring and genuinely invested in making the whole process as smooth and stress-free as possible for us. What really stood out to us was the level of care Richard showed throughout the process, even while he was overseas. He continued to stay on top of everything and made sure nothing was missed. It really showed us how much he cares about his clients and the outcome for them. There were a number of moving parts throughout the purchase and Richard was incredibly proactive in making sure everything was organised and completed on time. He was always available to answer our questions and took the time to make sure we understood everything along the way. We always felt like we were in safe hands. Thank you so much, Richard and Michael, for your patience, professionalism, expert advice and genuine care throughout the entire process. We’re so grateful for everything you did to help us get into our dream home. We couldn’t recommend Sum Finance highly enough and would absolutely use them again!
Koby Baron
Richard is very knowledgeable and patient - always making me feel like I could ask as many questions as needed to be assured. He’s quick to respond and helped us secure a great deal. Highly recommend.
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 Licence #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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