Refer with confidence.
Grow together.
We partner with accountants and real estate agents across Melbourne to give their clients access to 40+ lenders and genuine best-interests advice. When you refer to Next Step Financing, your clients are in expert hands.
For Accountants
Refer clients who need self-employed, low-doc, or investment lending. We work alongside you to structure finance that complements your tax advice — and keep you in the loop every step of the way.
- Self-employed and low-doc lending expertise
- Loan structures that align with your tax strategy
- Regular updates on your clients' loan progress
- No clawbacks or surprises for your clients
For Real Estate Agents
Give your buyers confidence from day one. We provide fast pre-approval so your clients can bid with certainty — and settle on time, every time.
- Fast pre-approval to strengthen your buyers' offers
- Auction-ready finance with unconditional approval support
- 40+ lender panel for every buyer profile
- Settlement on time — we chase the bank, not you
Become a referral partner
Tell us about yourself and we'll be in touch within 24 hours to discuss how we can work together.
Prefer to talk first? Book a call or email us.
Australian Credit Licence
Authorised under ACL 389328. Credit Representative 557851. Fully licensed, fully accountable.
Best Interests Duty
Legally obligated to act in your best interests. We recommend the right loan for you — not the highest commission.
Transparent & Documented
Every recommendation is documented and justified. No hidden commissions, no surprises — ever.