Financial Planners Partner with Finance X
A Smarter Finance Referral Solution for financial planners
Finance X – The Finance Specialists for Financial Planners
At Finance X, we work hand-in-hand with financial planners across Australia to deliver tailored finance solutions that enhance your clients’ financial wellbeing – while generating a new income stream for your business.
With offices in Sydney and Coffs Harbour, and servicing clients nationwide, we specialise in complementing your financial advice with smart, flexible finance options that align with your clients’ long-term goals.
Why Partner with Finance X?
✅ Tailored Finance Solutions for Your Clients
We’re specialists in commercial finance with a unique focus on supporting the financial planning industry. Our brokers understand the nuances of your client conversations and provide a seamless service that complements your advice.
✅ Referral Fees for Every Settled Deal (Optional)
Earn a referral fee on every finance deal settled through your introduction. It’s a simple, compliant way to generate extra income while delivering even more value to your clients.
✅ Finance Health Check – Add Value Instantly
Our complimentary Finance Health Check reviews your clients’ existing loans and debt structures to identify potential savings. In many cases, we’ve helped clients save thousands per month – improving cash flow and strengthening their financial plan.
✅ Full-Service Support
From asset finance and cash flow lending to business loans, our end-to-end service means you can confidently refer your clients knowing they’ll receive expert support every step of the way.
✅ White-Label Options Available
Prefer a behind-the-scenes role? We can provide our service under your brand for a seamless client experience.
Our Commercial Finance Expertise Includes:
🚛 Asset & Equipment Finance (vehicles, machinery, medical, tech, etc.)
🏢 Business Acquisition & Franchise Lending
💰 Cashflow Lending & Unsecured Business Loans
🔁 Trade & Debtor Finance / Supply Chain Solutions
🧾 ATO Debt Refinancing & Tax Debt Solutions
🧠 Tailored Solutions for Complex Scenarios
How It Works:
- Refer a Client
Submit your client’s details via our secure portal or quick referral form. - We Do the Work
We engage the client directly, present tailored commercial finance solutions, and keep you in the loop. - You Get Paid
Once the loan settles, you receive a referral commission. Simple.
Who We Help You Help!
- Business Owners
- Property Investors
- Clients looking to refinance or consolidate
- Clients needing vehicle or equipment finance
- Clients seeking to improve cash flow or fund growth
FinanceX Partnership Program Technology:
FinanceX is built on an extremely advance enterprise financial CRM platform that allows our partners full deal transparency via our partner portal in real time.
See your clients, referred leads, approvals and more all in one place.
Ready to grow your income and give your clients more solutions under one roof?
👉 Book a 15-Min Partner Discovery Call
👉 Or call us directly on 02 9199 9668
🔍 Free Partnership Health Check
Join the growing network of financial planners who trust Finance X to deliver tailored finance solutions, boost client outcomes, and unlock a new revenue stream.
📞 Ready to Get Started?
Talk to a finance specialist who understands your industry.
Offices in Coffs Harbour & Sydney | Servicing All of Australia
Testimonials
FinanceX
We understand that behind every asset purchase is a bigger picture — growth, opportunity, and momentum. That’s why we go beyond rates and repayments. We take the time to understand what you’re really trying to achieve and then deliver finance that helps you get there, without the complexity.
Contact
02 9199 9668
Offices
Coffs Harbour, NSW
Sydney, NSW
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