Refer a Client

Introduce a friend, colleague or family member

Refer a Client

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.

Your Full Name

Your Email

Your Phone Number

Who are you referring?

What is their email address?

What is their phone number?

Rated 5 Stars from our clients

Outstanding service! Ramy helped maximize my refund and made everything easy to understand.

Husnain Khalilurahman

Extremely happy with the service that we have received for our business from Ramy Thank you for you support

Donna Bourke

Trinity Accounting is a game-changer for small businesses. Their bookkeeping and tax expertise saved me time and money. Highly recommend!

Anael Cáceres Díaz

Trinity Accounting Practice is exceptional. Ramy is knowledgeable, friendly, and delivers expert advice. Great service for personal and business needs!

Kiều Trang

Mildred Fuentes

Ramy and his team are fantastic. They take the stress out of tax returns and always provide great advice. Friendly and efficient service!

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Terms & Conditions

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.

Frequently Asked Questions

Are your mortgage brokers licensed and accredited?

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.

What kind of interest rates can you offer?

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.

Why should I use a Mortgage Broker?

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.

Can you help First Home Buyers?

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.

Can you only help with Home Loans?

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.

Can you help with refinancing an existing Mortgage?

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.