We want more clients just like you

As a valued client, it is an incredible compliment to receive a referral from you and you can bet we take it very seriously. When you recommend us to your family and closest friends, it shows us how much you appreciate what we do, and that kind of support is incredibly valuable to us. 

It would be a great pleasure to help our new clients in the same way we’ve helped you.  

As a show of our appreciation for taking the time to refer us, we’ll give you $250 for each new client who comes to us as a result of your recommendation. To make a referral, all you need to do is complete this simple form and leave the rest up to us!

Enter the details of the friend or family member you’re referring here

The Intrinsic Financial referral program provides the opportunity for you to refer friends and family directly to our referral team, where we’ll look after them just as well as we did you.  What greater favour could you do for your friends and family!  Plus, you’ll earn an upfront referral fee for your efforts.

If, as a result of your referral, a loan settles with Intrinsic Financial, you’ll receive a referral payment in the form of a gift card.

The following types of loan qualify for a referral payment of $250: any home, investment, business or commercial loan. Car and personal loans are excluded.

Terms and Conditions :

  • A Referrer may refer other borrowers or themselves for their own loan.
  • A referrer may choose whether the referral payment is paid to either themselves or the loan applicants.
  • Intrinsic Financial (the Broker) will be in touch with the referred applicant/s within four (4) hours of receipt of the referral or within the indicated best contact times.
  • Only one (1) referral payment will be made per loan. If multiple referrals are submitted, the first referral received qualifies for the referral payment. Any subsequent referrals submitted by other referrers for the same borrower/s will not qualify for an RRP. e.g: in the case of a loan for two or more applicants and one referrer has submitted a referral for applicant “A” and another for applicant “B”, only the first referral received qualifies.
  • The referral payment will be made in the form of Gift Cards issued by either Westfield, Myer, Bunnings, or David Jones. Other Gift Cards may be offered from time to time. It is the referrers responsibility to ensure the Gift Cards are used by the expiry date. Gift Cards will be issued in person or by registered mail for interstate clients. Upon posting the Gift Card, the Broker is deemed to have fulfilled its obligations and no further claim will be acknowledged.
  • Referrers are kindly requested to tell the person they are referring to expect a call from Intrinsic Financial.