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.

Rated 5 Stars from our clients

Jake Brassil

Ramy and Kim were very helpful and explains things clearly and simply

Adam Shaf

I’ve had such a great experience at Trinity Accounting. The team was incredibly friendly, professional and efficient, and communication has always been easy and prompt. Everything was explained clearly, and the process was straightforward from start to finish. No stress at all!

Emily Chow

Ramy is so friendly, knowledgeable, and very quick to respond. I’ve been very pleased with the service provided. Will definitely be recommending him to my family and friends!

Cindy Queiroz

Warm friendly and knowledgeable service

Betty Harper

Excellent accountant

Sanah Ayob

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.

Latest Articles

15th September 2026

In today’s easing market, it may be tempting to wait for property prices to fall further. But it’s a strategy that could see first home buyers left disappointed. We explain why.

8th September 2026

Australia’s peak property season is underway, and spring 2026 is shaping up as a buyers’ market. Here’s what the experts say we can expect in the weeks ahead.

1st September 2026

Several of the big banks have pivoted on their rate outlook, and are now predicting rate hikes (rather than no change or a fall) this side of Christmas. It could be a cue for homeowners to plan rather than panic.