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.
David Glasser
Incredible service from Michael and Richard - We will definitely use Sum Finance in the future. Great advice, honest, very efficient and got us a great outcome. Highly recommend!
sam weiss
Richard was so helpful. Every question, every phone call, Richard was calm, friendly and super informative. We definitely recommend his services if its your 1st or 5th property!
Jake Ferretti
We couldn't be happier with the outstanding service Richie Cohen and the team at Sum Finance provided. After getting nowhere with our previous broker, Richie stepped in and achieved a result we honestly didn't think was possible. He secured an incredible valuation on our property and obtained an 80% loan approval from the CBA, exactly what we needed. Throughout the entire process, Richie was professional, responsive, knowledgeable, and always kept us informed. He worked tirelessly to find the best outcome and delivered on every promise. If you're looking for a mortgage broker who genuinely fights for the best result and gets things done, I couldn't recommend Richie and Sum Finance more highly. Thank you for making what seemed impossible become a reality!
Justin To
Richie was an absolute pleasure to work with! He was incredibly patient, knowledgeable, and always took the time to answer our questions. He made the entire process smooth and seamless, from the initial mortgage application right through to settlement. His communication was excellent, and he kept us informed every step of the way, making what could have been a stressful experience feel easy and straightforward. We really appreciated his professionalism and genuine commitment to helping us achieve the best outcome. I highly recommend Richie to anyone looking for a reliable and dedicated mortgage broker.
Gavin Fuchs
Fantastic service - responsive, knowledgeable and made the whole process easy.
Tony Has
I had many fantastic experiences with Sum Financial. Richard has an exceptional level of industry knowledge and really stands out for the way he takes the time to understand my individual needs. His product knowledge is outstanding, which gave me confidence and ultimately led to the best possible outcome for my situation. What really sets Richard apart is his ongoing service — he completes regular check-ins and always makes me feel like I’m his only client. The level of care and attention is exceptional and truly goes above and beyond. Highly recommend Richard and Sum Financial to anyone looking for professional, reliable, and personalised service.
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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