Join the Exchange

financial professionals

Asset finance solution for accountants, and more

The Asset Finance Exchange facilitates finance professionals to refer their clients asset finance deals.

Accountants
Financial Planners
Financial Advisors

No matter who you are, we’ve got what you need

The Asset Finance Exchange provides accountants, and financial advisors with the choice, flexibility, and transparency of which referral partners they want to conduct business with.

Accountants

Partner with Australia’s leading asset finance partners with decades of experience to provide your clients with options including consumer and commercial asset finance.

Financial Advisors & Planners

The Asset Finance Exchange allows financial advisors like you to extend their service offerings beyond financial consultation.

Maintaining the relationships with their clients whilst providing additional finance options, such as consumer finance or personal loans.

Let’s Get Started!

Pick therightpartner for your referral

We have tools to get your asset finance referral to a trusted partner,in 3 easy steps.

Choose a Partner

Select from a marketplace of referral partners, specialising in various finance options including equipment finance, unsecured business lending and novated leases.

Referral Process

Simply select your partner of choice and receive up to date deal notifications throughout the process.

Settlement

Settlement will be arranged via the referral partner and designated lender, ensuring an efficient process for all parties involved.

what are the benefits

Great Tech. More Choices

Through technology and some of Australia’s most trusted Asset Finance brokers, the Exchange is set to become the cornerstone of Asset Finance referrals in the industry.

Choice and Flexibility

Select from a marketplace of experienced Asset Finance specialist brokers.

Maximise your Revenue

Solutions to build referrals from your existing database.

Transparency

Have visibility on fees and specialisations and track your deal through the process.

Want to know more?

The Asset Finance Exchange is a marketplace that connects mortgage brokers, dealers, accountants and other finance professionals, with asset finance specialists to build referral relationships tailored to business needs.

Simply submit a request via Contact Page and we will be in touch to arrange access.

Equipment Finance, agriculture, unsecured business lending, car and leisure finance, personal loans and novated leases.

Yes, when joining the Asset Finance Exchange, you’ll receive access to a portal that will provide visibility across any deals you’ve referred, loans settled and other key pieces of information.

You will also receive emails from the referral partner as updates occur.

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