Become a Referral Partner

Moneytech prides itself on providing the broadest product range of working capital finance in the non-bank market.

Because we provide trade finance, debtor finance, term loans and foreign exchange services; we are a ‘one-stop shop’ for our brokers and referral partners who are looking for holistic working capital solutions for their clients.

As one of Moneytech’s referral partners, you will have a local Business Development Manager dedicated to help with your queries and your customers from start to finish. Your Business Development Manager can also help with a range of general educational material explaining to your clients how working capital finance and foreign exchange work.

Pinnacle Partners.

On top of providing the best in market solutions to your clients, Moneytech rewards our referral partners for working hard to find the right solutions for their clients. To celebrate the hard work of our referral partners, we are hosting the ‘Moneytech Pinnacle Partners Conference’ in 2021, as an exclusive three nights in the Whitsundays where you can expect fun activities and events, and exciting adventures.

How can you qualify?

    • Settle a transaction with Moneytech – 1 point for every $ funds in use
    • Attend a Moneytech event – 150,000 per event**
    • Refer a deal & Moneytech provides an Indicative Term Sheet – 150,000 per Indicative Term Sheet
    • Refer Moneytech to another referrer who provides Moneytech an opportunity to provide an Indicative Term Sheet – 150,000 points when introduction is provided

How to get an upgrade?

  • To get a mystery upgrade: refer Trade or Debtor Finance facilities resulting in $3,000,000 or more in funds in use.

All referrals must be new Moneytech clients that settle before 15 March 2021.

Terms and conditions apply

* Funds In Use is the peak dollar ($) amount drawn down by the client in the qualification period

** Moneytech will arrange regular Moneytech Pinnacle Events for which you are able to earn points.

Speak to your BDM about which of our upcoming events you can attend to earn Pinnacle Points

Become a Referral Partner