Partner With Esteb and Co
Refer your clients with confidence. We handle the lending, you keep the relationship. Specialist mortgage broking for accountants, financial planners, and professional referrers.
Why Professionals Partner With Us
We understand the trust you've built with your clients. Our job is to make you look good.
SMSF & Specialist Lending Expertise
Access to 10+ specialist SMSF lenders, investment loan structuring, and complex scenarios the big banks won't touch. Your clients get advice that aligns with their accounting and tax strategy.
Fast Turnaround, No Runaround
We respond to referrals within 24 hours. Your clients get a dedicated broker who communicates clearly and keeps the process moving. No chasing, no black holes.
Your Clients Stay Your Clients
We don't poach. We don't cross-sell accounting services. We handle the lending and keep you in the loop so you can continue advising your clients holistically.
How It Works
Three simple steps. No paperwork from you, no disruption to your practice.
Introduce Your Client
Simply pass on your client's name and contact details. A quick email, phone call, or use the form below. We take it from there.
We Handle the Lending
We assess their needs, compare 83+ lenders, handle the application, and manage the process through to settlement. Professional service, every time.
You Stay in the Loop
We keep you updated on progress at key milestones. Your client sees you as the trusted connector. Everyone wins.
What We Specialise In
Loan types your clients commonly need — and where we deliver the most value.
SMSF Loans
Limited recourse borrowing for residential and commercial property through your clients' self-managed super funds.
Investment Property Loans
Tax-effective structuring, interest-only options, and multi-property portfolio strategies for wealth-building clients.
Refinancing
Rate reviews, debt consolidation, and equity release. Help your clients save thousands or unlock capital for investment.
First Home Buyers
Government grants, stamp duty concessions, guarantor options, and low-deposit strategies for your younger clients.
Business & Commercial Loans
Business premises, equipment finance, and working capital for your business clients. We understand financial statements.
Complex Scenarios
Self-employed, trust structures, company borrowers, low doc, and bad credit. The situations big banks say no to.
Let's Start a Conversation
Fill out the form below and Ricky will be in touch within 24 hours to discuss how we can work together.
Frequently Asked Questions
Do you pay referral fees?
We're happy to discuss referral arrangements that comply with ASIC regulations. The specifics depend on your licensing and structure. Let's chat about what works for your practice.
How do I refer a client?
However suits you best. Send an email, give us a call, or fill out the form above. We just need your client's name and contact details, plus any context about what they're looking for. We'll handle the rest.
What updates will I receive?
We'll keep you informed at key milestones: initial consultation complete, application lodged, approval received, and settlement. You'll always know where things stand so you can answer your client's questions confidently.
Ready to Partner With Us?
Join the growing network of accountants and financial professionals who trust Esteb and Co with their clients' lending needs.
No obligation | Confidential | Professional partnership
