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The safe pair of hands for your complex clients

A referral partnership for accountants and taxation specialists, legal practitioners, financial planners, buyer's agents and real estate agents.

Most of AAA Mortgages' clients arrive the way yours would: referred by a professional who put their name behind the introduction. We have worked that way since 1988, which is why the referral relationship gets treated as carefully as the lending. Your client gets senior attention from the first contact, you stay informed throughout, and the work that comes back reflects well on the person who sent it.

Sidney Cityscape

Who we partner with

Legal Practitioners
 

Solicitors, conveyancers and other legal practitioners working across entities, trusts and transactions. We keep the legal side briefed throughout, from first contact to settlement.

Real Estate Agents

Your buyer contacted within two hours of the referral, so finance keeps pace with the offer and the sale doesn't stall waiting on a lender.

Accountants and Taxation Specialists

Bookkeepers, tax planners and accountants advising on structure. We arrange lending that supports it, and nothing gets lodged that undermines your advice.

Financial planners

Lending aligned to the strategy you have built, including commercial SMSF work structured correctly from the start.

Buyer's agents
 

Finance that keeps pace with your acquisitions, from funding certainty before the offer through to a clean settlement.

Mortgage brokers

The deals that fall outside your panel: commercial property, construction, SMSF, private credit. Placed properly, with you kept across every stage.

Why partners refer to AAA

01.

CAPABILITY WHERE YOU NEED IT

The clients you cannot send to a branch are the ones we were built for: complex income across entities, commercial property, construction and development, commercial SMSF, mid-market business funding. AAA is accredited across banks, non-bank lenders and private credit, with access to more than 80 lenders, so the hard scenarios have somewhere to go.

02.

RESPONSIVENESS YOU CAN PROMISE

Your client is contacted within two hours of your referral, personally, by someone who has already read the context you gave us. Every referral reaches Melissa directly. You can make that commitment to your client's face before you send the form, because we keep it.

03.

CARE THAT CONTINUES

Settlement is not the end of it. Facilities get reviewed as markets move, loan anniversaries get marked, and the next move gets planned early. Your client stays looked after for the long term, and the relationship you introduced stays intact, and stays yours.

04.

YOUR NAME, CARRIED CAREFULLY

We treat every referral as an extension of your reputation. How your client is advised, spoken to and looked after reflects on the professional who made the introduction, and we work as though that is the thing being measured, because it is.

What happens when you refer

01.

You refer
 

The form below takes two minutes: your details, your client's, and one line on the scenario. That line is enough for us to arrive at the first call prepared.

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02.

Your client hears from us within two hours

Personal contact from AAA, with the context you provided already understood, so your client never has to explain themselves twice. First impressions are the part of a referral you cannot take back.

03.

You stay in the loop
 

You hear when contact is made, when the deal progresses, and when it settles. You will never learn about your own referral second-hand, and you stay as involved as you want to be.

Refer a client

You are a...
AAA Mortgages home

02 9299 1144​

advise@aaamortgages.com.au

Level 1, 50 York St
Sydney NSW 2000

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Territorial Lease and Mortgage Service Pty Ltd (ABN 75 633 787 998), trading as AAA Mortgages, is a Corporate Credit Representative (499684) authorised under Mortgage Specialists Pty Ltd ACN 050 601 093, Australian Credit Licence 387025.

The information provided on this site is on the understanding that it is for illustrative and discussion purposes only. Whilst all care and attention are taken in its preparation, any party seeking to rely on its content or otherwise should make their own enquiries and research to ensure its relevance to your specific personal and business requirements and circumstances. Terms, conditions, fees and charges may apply. Normal lending criteria apply. Rates are subject to change. Approved applicants only.

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