For financial planners and advisers
Referral partners for financial planners
- properties bought for clients
- 100+
- properties bought for clients
- rating from 100+ reviews
- 4.9
- rating from 100+ reviews
- and territory covered
- Every state
- and territory covered
Book your partner call
Add your details, then pick a time that suits you.
2 quick steps
A 30-minute call with our team. Your details stay private.
Calendar not loading? Open the booking calendar.
What your client gets
The right property, properly checked and well bought
- 01
Research before listings
Our research platform, Presm, screens 15,000+ neighbourhoods with AI-assisted analysis, so your client's search starts with the markets most likely to suit their goals, not whatever is on the portals this week.
- 02
Presm 150 checks on every property
Every property is assessed against our 150-point decision framework and inspected before purchase. Anything that doesn't stack up doesn't reach your client.
- 03
On and off market
We search on and off market, so your client sees properties that never make it to the major portals.
- 04
Negotiated on their side
Experienced negotiators deal with the selling agent for your client, from first offer to exchange, with due diligence done before they commit.
Working alongside you
You own the plan. We handle the property inside it.
We're a buyers agency and that's all we do. We don't give financial advice or recommend financial products, so there is no overlap with your work, and your client comes back to you for the rest of their plan.
The plan comes first
The budget, timing and goals you've set with your client shape the brief. We buy to the plan; we don't rewrite it.
Property only
We deal with the property purchase and nothing else. Questions about super, insurance, investments or strategy go back to you.
Kept in the loop
With your client's OK, we tell you when they're ready to buy and when a contract is signed, so the rest of the plan can move with it.
Track record
Results your clients will notice
- 19.1%
- our estimated average capital growth in 2024, across selected past purchases
- 4.9%
- Australian home values nationally in 2024
To date, we have not recorded negative capital growth on a property bought for a client.
Internal estimates. Past results are not a reliable guide to future results. National figure: CoreLogic Home Value Index, December 2024.
How it works
From first call to your first referral
- 01
Book a partner call
Add your details and pick a time. Two minutes.
- 02
Talk it through
A 30-minute call about your clients and how we'll work together.
- 03
Get set up
Once we're both happy, you get your referral link and a partner portal login.
- 04
Introduce your client
Share your link, or introduce your client to us by email.
- 05
We look after them
A free discovery call, a written brief, then research, inspection, negotiation and support through to settlement.
Also see: referral partners for mortgage brokers, referral partners for accountants, and the full referral partner program.
Questions
Financial planner FAQs
Why should financial planners partner with a buyers agent?
When direct property is part of a client's plan, someone still has to find, check and negotiate the right one. Referring them to a licensed buyers agent covers that part, while the plan and the advice stay with you.
How does the financial planner referral program work?
Book a 30-minute partner call on this page. Once you're set up, you introduce a client by email or with your partner link. We look after them from a free discovery call through to settlement, keep you updated with their OK, and send advice questions back to you.
Do you work with financial advisers as well as planners?
Yes. Whether you call yourself a financial planner or a financial adviser, the program is the same: you own the advice relationship and we handle the property purchase.
Will you give my client financial advice?
No. We're a buyers agency. We don't give financial, tax or legal advice and we don't recommend financial products, so those questions go back to you.
Can my client buy through an SMSF?
We buy in the name or structure you and your client have decided on. Whether an SMSF or any other structure suits your client is advice that stays with you and their other advisers.
What does a buyers agent do for my client?
We set a strategy and written brief, research markets with our own platform, assess every property with Presm 150, inspect it, and negotiate the purchase on and off market, in every Australian state and territory.
Which clients are a good fit?
Clients who want to buy investment property anywhere in Australia, with a deposit or equity ready to use.
How does the partnership start?
Book a 30-minute partner call on this page. We'll talk through your clients, how referrals work and the specifics of working together.
How do I keep track of my referrals?
Every approved partner gets a login to their own partner portal, showing each referral and its status.
What if my client decides not to go ahead?
That's completely fine. The discovery call is free and there's no obligation for your client, and no cost to you.
General information only. We are a buyers agency: we don't arrange finance or give tax, legal or financial advice.