What We Offer
Access financial calculators designed to assist with loan estimates, repayments, and budgeting. These tools provide insights into various financial scenarios, helping borrowers make informed choices.
Find essential forms and useful links related to mortgage applications, financial planning, and loan management. These resources can assist with gathering necessary information and streamlining financial processes.
Financial Resources to Support Planning
Our financial resources can prove themselves essential tools for managing loans, planning finances, and staying informed. At MoneySmith Group, we offer clients Australia-wide, including Murwillumbah, Kingscliff, the Gold Coast and the Northern Rivers, access to a range of financial resources created to support decision-making. Whether you need calculators to estimate borrowing capacity or forms to streamline applications, having the right tools can simplify the process.
For more information on financial resources, contact MoneySmith Group on 1300 788 552.
Forms & Useful Links
Access key documents and resources designed to assist with financial planning and mortgage applications. Having the right information readily available can help simplify the process.
- Home Loan Health Checks
- Client Information Form
- Document Checklist
- Talking Money with Kids - Free eBook
- Make an Enquiry
- Offset Account Structure
Keeping financial documents organised can support smooth application processes. Contact us today to learn more about these forms and resources.
Referral Partners
Great Partnerships Are Built by Creating Value Together.
The strongest referral relationships begin with trust and a shared commitment to the client. MoneySmith works with real estate agents, accountants, solicitors, builders, buyer's agents and other professionals who want their clients to receive more than a transactional lending service.
What Your Client Receives
- A professional mortgage assessment and lending strategy.
- Clear communication throughout the application.
- Mortgage Optimisation for eligible clients.
- An Annual MOR and personalised report.
- Long-term support as life and financial needs evolve.
What You Receive
- Confidence that your client is being cared for professionally.
- Clear updates with the client's permission.
- A partner who protects your reputation.
- An opportunity to deepen your own client relationship.
Not a Transactional Referral Arrangement
We are interested in strategic alignment, not simply collecting names. The best partnerships combine professional expertise to create a better total experience for the client.
A Story Your Clients Can Repeat
The goal is for your client to return saying: MoneySmith changed the way we think about our financial future.
Start a Partnership Conversation
We will take the time to understand your business, the clients you serve and how a structured referral relationship could create mutual value.
Great partnerships are built by creating value together.
How much stronger could your client relationship become if the finance experience reinforced the value of your introduction?
Discuss a Referral Partnership
