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

Vasos Alexandrou

Alex and Natalie were quick and easy to deal with. Recommended

Jenny Shilleto

Alex was recommended to us by my colleague and we couldn’t be more pleased with the service we received. Our path to buying a house wasn’t exactly straightforward! Along the way we had a job change, maternity leave and a foreign property sale to navigate. We unfortunately had to pull out of our first purchase when our UK house sale was delayed, before finally finding another house and having an unexpected in-person valuation thrown into the mix, so it was a little nail-biting waiting for that to come through! There were definitely a few hurdles along the way. Throughout it all, Alex was incredibly helpful, responsive and reassuring. He always took the time to explain our options, kept things moving and helped us navigate each new complication as it came up. We really appreciate everything Alex and Natalie did to get us over the line. We’ve already recommended Alex to friends who, like us, have recently bought their first Australian home after living overseas, and we’ll absolutely keep recommending him to anyone looking for a great mortgage broker. Thanks again, guys!

James Tighe

Alex and Natalie delivered exceptional service for my partner and I during the entirety of our loan process enabling us to feel confident and secure with our decisions. Alex was able to secure us the loan that best fit our situation with no hassles. Couldn't recommend Alpha Financial more!

Matthew Crear

Alpha Financial delivered an exceptional experience from start to finish. As self‑employed clients, we’ve repeatedly been told by banks that our goals were too difficult or unrealistic. Alex and the team took the time to understand our situation, structure a lending solution that genuinely suited our needs, and guide us through every step with clarity and confidence. Thanks to their expertise, we were able to purchase our dream acreage by the ocean while retaining our previous home as a rental, something we had been told was impossible. Their communication was outstanding, every email was answered promptly, every task handled without hesitation, and they removed the stress from the entire process so we could stay focused on our business. Alpha Financial turned a daunting experience into a seamless one, and we are incredibly grateful.

Peter Pembroke

Alex, Natalie and the team at Alpha Finance provided fantastic service during the refinancing of our loan. The process from application through to settlement was seamless and their knowledge and assistance throughout the process was excellent. Definitely recommend Alex and the team.

Helen Stower

We recently worked with Alpha Financial. The service provided was exceptional. They were knowledgeable, helpful and personable. When problems with other parties arose or we had questions, Director, Alex was immediately on hand to assist. Highly recommendt.

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.