Help Your
Clients Move with Confidence
Your clients trust you to help them navigate their property journey. We’re here to help with the financial side.
By introducing your clients to MoneySmith Group, you can connect them with a team that takes the time to understand their circumstances, explain their options and provide the right guidance for their next step.
What is Mortgage Optimisation®?
A mortgage isn't just about how much someone borrows. It's also about how the mortgage is structured and managed over time.
Mortgage Optimisation® is about helping clients make their mortgage work harder for them with the goal of reducing unnecessary interest, accelerating repayments and building equity sooner.
We look at the bigger picture of a client's financial position and goals, rather than treating their mortgage as a standalone product.
The Goal
To help your clients make more informed decisions about their mortgage and create a strategy that works towards their long-term goals.
Who's This Perfect For
First Home Buyers
Next Property
Refinancing
Borrowing Capacity
Reduce Interest
Pay Off Sooner
Build Equity
Property Investment
Mortgage Review
What Happens After you Make a Referral?
Your Client.
Your Relationship.
Our Responsibility.
We understand that your relationship with your client comes first.
When you introduce someone to MoneySmith, we're not looking to take over that relationship. We're there to complement the service you already provide.
Our role is to look after the financial side of the journey while respecting the relationship you've built with your client.
We believe a good referral should strengthen your relationship not complicate it.
What Our Clients Say About Us
Jasmine Richards
Super intuitive program management and great partner support. Setup was straightforward, and the training really geared us up for success. Highly recommend!
Monica Chandler
After trying various platforms, Referral Partner Website Hub truly stands out. Their partner training is thorough and the customizable portals are a breeze to navigate.
Thomas Krazinski
The lead tracking system at Referral Partner Website Hub is precise. It simplifies how I manage my referrals, making the whole process much more transparent.
It starts with a simple introduction.
Ready to Introduce a Client?
Tell us a little about your client and we'll take it from there.
