Partners
For accountants, solicitors and property professionals.
Finsap works with accountants, solicitors, SMSF professionals and real estate agents whose clients need home, investment, SMSF or business lending. Danny Saputra handles the lending, compares options from a panel of 30+ lenders, and works alongside you, so tax, legal and ownership decisions stay with you and your client.
Credit is subject to lender criteria, assessment and approval. Fees, charges and eligibility criteria may apply.
Prefer to talk first? Call us: , or email us: .
Who we work with
Which professionals do you work with?
We work with professionals whose clients are buying, refinancing or restructuring property and business lending, including:
- accountants and tax agents
- solicitors and conveyancers
- SMSF administrators and advisers
- real estate agents
Many of our clients are property investors, self-employed borrowers and SMSF trustees, so the work often involves company and trust ownership, multiple properties or business income.
Referrals
How does a referral work?
A referral usually follows these steps:
- You introduce your client, with their permission, by phone, email or the form on this page.
- Danny contacts your client directly to understand their goals and situation.
- Where ownership, tax or legal questions come up, we work with you so the lending fits the plan you and your client agree on.
- Danny compares options from our lender panel, recommends a loan and manages the application through to settlement.
- With the client's permission, we keep you updated at the key stages.
Please only share a client's details with their permission.
Working together
What can you expect from us?
Your clients deal with Danny directly, from the first conversation to settlement and their annual review. We explain the lending in plain terms and stay within our role: we arrange credit, and we do not give tax, legal or financial advice. Those decisions stay with you and your client.
We use our Structure First approach: the lending is planned around the ownership and structure you have set, rather than the other way round.
- Step 01
Structure first
We look at your goals, income, existing debts and how you plan to own the property, then plan how the loans should be set up before you commit. Ownership and tax questions sit with your accountant or solicitor, and we work alongside them.
- Step 02
Buy second
Once the structure is clear, we compare options from our panel of 30+ lenders and arrange finance that fits the plan.
- Step 03
Scale intentionally
We review your lending as your circumstances change, so your next purchase or refinance builds on what is already in place.
Partnership
How do you become a referral partner?
If you would like to refer clients to Finsap, contact Danny using the form on this page, by phone or by email. He will talk you through how a partnership works and what you and your clients can expect.
Questions
Common questions
What types of lending can you help my clients with?
Home loans, investment and portfolio lending, company and trust borrowing, SMSF lending, refinancing and loan reviews, and vehicle and equipment finance for business owners.
Will you give my clients tax or legal advice?
No. We arrange the lending. Tax, legal, ownership and SMSF decisions stay with you and your client, and we structure the loans to fit them.
Do my clients pay a fee for a home or investment loan?
No separate broker fee is payable to us for our standard broking service. We may receive commission from the lender if your loan settles. Other lender, government, valuation, discharge, break or loan-related fees may apply.
Does Finsap work with clients outside Sydney?
Yes. Finsap is based in Norwest, Sydney, and works with clients across Australia.
General information only, not personal advice.