Refer a Client

We recognise and reward the advocacy of our clients. Refer a friend and receive a reward on settlement.

Refer a Friend Alpha Financial

Refer a Client

Introduce a friend, colleague or family member and receive a $200 gift card.

It only takes 3 simple steps:

  • You realise a friend or family member could benefit from our help with a new loan or to refinance their existing one.

  • You ask for their permission and enter their details for us to reach out.

  • Once the loan is settled, we'll send you a $200 gift card.

Terms & conditions apply, see below for details.

We work with Australia's biggest lenders

Our Latest Reviews

Jaimy Chappelow

We recently refinanced with Alex at Alpha Financial and honestly couldn’t have asked for a better experience! From the very beginning, Alex was incredibly knowledgeable, and took the time to explain everything clearly so we felt confident in every decision we were making. We had a lot of questions throughout the process, and no matter how big or small, Alex & his team were always available, patient, and happy to help. The whole process was made to feel smooth, straightforward, and completely manageable, and we felt fully supported the whole way through. We wouldn’t hesitate to recommend Alex and the team at Alpha Financial to anyone looking to refinance. An absolute pleasure to work with!

Claire

I couldn't recommend Alex, Natalie and the team at Alpha Financial highly enough. The team listened to our situation and helped work out the best plan to move forward with our financial goals. Alpha worked with us over the phone and through streamlined and secure systems of gathering information to approach lending in a way that made it easier for self employed people like us. Their incredible knowledge and professionalism was immensely important to us, but also that they are approachable and kind to work with. Their integrity in their work while helping navigate complex banking criteria made it possible for us to remortgage where others would have failed. I highly recommend their services.

Nikki Ingram

The guidance and support we received from Alex and Nat when refinancing our home loans has been extremely helpful. They provided some great options and explained them all clearly to us, allowing us to make the final decision based on the information they provided. They have continued to provide support as the new home loans have been established, always checking in to see that everyone has gone well for us. I would highly recommend the services of Alpha Financial.

Matthew Lagerroth

Alex and the team at Alpha Financial were exceptional, professional, and went the extra mile to ensure we unlocked the best out of our investment properties potential. ...

Emily Ryan

An expert in his industry, Alex presented me with my borrowing options clearly and simply, answering all my questions with ease. Professional, a strong communicator and knowledgable, I'll definitely use Alex and his team again.

Sam Houston

I would recommend Alex and the team at Alpha Financial. Recently refinanced my home and business loans and the process was handled exceptionally well and easy the whole way through. ...

Terms & Conditions

Eligibility for the $200 gift card is based on this criteria

  • A successful referral is achieved once the loan has settled with the lender.

  • Minimum loan size - $500,000

  • Loan must be settled within 12 months from the date referral was received

  • This referral program begins on 1st June 2024.

  • $200 you receive will be in the form of a gift card only and will be sent digitally via your choice of sms or e-mail within 3 business days after home loan has settled.

Frequently Asked Questions

Can you only help with Home Loans?

We can help with Home and Investment Loans, Construction Loans, Car Loans, Personal Loans and much more. If you're looking to borrow to buy something, we can probably help.

Why should I use a Mortgage Broker?

Mortgage Brokers are there to help you find the right loan whether it be from the major banks, smaller lenders or other sources. We have a broad range of products (more than any single lender can offer) which means we can do all the legwork to find the right loan for you.

Are your mortgage brokers licensed and accredited?

All of our Mortgage Brokers are accredited and members of the Mortgage and Finance Association of Australia. They are extremely professional and provide exceptional service across a range of lending options.

Can you help with refinancing an existing Mortgage?

Of course! We believe that we can find the best interest rate for you to refinance to, whether it's a Home Loan or Investment Loan.

Can you help First Home Buyers?

We love helping First Home Buyers! We're experts at the entire process and can help you get the right Home Loan. We're also across the various schemes to help First Home Buyers such as the First Home Owners Grant and the various stamp duty exemptions available.

What kind of interest rates can you offer?

We take look at a wide range of products available from Banks, Credit Unions & other lenders across the country. This means we can search thousands of products and make sure we're always recommending the best Home Loans for our clients.