Working together, clients go further.

At Money Brain, partnerships mean more than referrals. We provide your clients with clarity, strategy, and support — and give you the tools to strengthen relationships and add more value.

How we partner

Shared purpose

Your clients come to you for guidance. Together, we make sure they feel confident, informed, and supported in every decision

Co-branded resources.

We create client-ready, co-branded marketing and information materials, so you can provide valuable insights with your name alongside ours.

Technology that supports.

Partners and clients gain access to Cerebra, our in-house AI property and finance platform. It delivers live insights, loan updates, and portfolio scenarios that keep everyone ahead.

Consistent care

From first enquiry through to portfolio reviews, we keep your clients looked after with clear communication and long-term support.

Who We Work With

Tailored strategies for every journey. Property is personal. Every journey is different, but the goal is the same — creating wealth and security.

We partner with:

Accountants

  • For you: Deeper integration between tax, cash flow, and lending strategy.
  • For your clients: Loan structures designed with tax efficiency and long-term stability in mind.

Financial Planners

  • For you: Confidence that lending will support — not undermine — your financial strategies.
  • For your clients: Finance aligned with retirement, savings, and lifestyle goals.

Real Estate Agents

  • For you: Fewer delays, stronger buyer confidence, and smoother settlements.
  • For your clients: Certainty on borrowing power and deposit requirements from the start.

Property Managers

  • For you: More stable investors with stronger financial foundations.
  • For your clients: Finance aligned with rental income and expenses for sustainable portfolios.

Buyers Agents

  • For you: Clients ready to act quickly when the right property appears.
  • For your clients: Property choices matched with finance that scales sustainably.

Conveyancers & Lawyers

  • For you: Fewer settlement complications and clearer client expectations.
  • For your clients: A smoother, less stressful settlement journey.

Why It Works

Your clients feel cared for.

Every step is explained, supported, and reviewed.

You look good.

Co-branded resources and seamless outcomes strengthen your reputation.

Clients achieve more.

Smarter finance, better structures, and access to Cerebra accelerate their progress.

Partnerships grow.

Trust deepens, relationships last, and opportunities expand.

Why Partner with Money Brain?

 We help you provide more than advice — we help you deliver tools. Co-branded marketing and information materials keep your brand front and centre, while our Cerebra platform gives your clients real-time insights into their finance and property options. You look good, and your clients feel supported with every decision.

We focus on long-term care, not quick wins. By giving your clients clear strategies and ongoing reviews, they know you’ve connected them with a team that cares. That reflects back on you — strengthening relationships and building trust that lasts.

We’re not tied to one lender or product. Instead, we focus on finance structures and long-term portfolio outcomes. That means you can be confident your clients are receiving advice tailored to their goals — and not a one-size-fits-all solution.

From the very first enquiry to settlement and beyond, we keep both you and your clients updated. Every touchpoint is professional, clear, and — where useful — co-branded. The result: a streamlined experience that reflects positively on everyone involved.

We help clients think beyond their next property. With carefully structured lending, proactive reviews, and access to Cerebra’s forward-looking scenarios, they see a path to sustainable growth. For you, it means being part of their story for the long term.

Partnership Roadmap

A simple, structured path to better outcomes.

Step 1

Introduction & Alignment

For you: We get to know your business, your clients, and your goals. Together, we set expectations for how the partnership works.

For your clients: They’re introduced seamlessly, knowing they’re in trusted hands from the start.

Step 2

Co-Branded Resources

For you: We create tailored, co-branded marketing and information material that positions you as part of their strategy.

For your clients: They see you not just as a service provider, but as someone bringing them valuable tools and insights.

Step 3

Client Discovery & Strategy

For you: You stay in the loop while we handle the heavy lifting. Clients feel guided, and you remain central to the relationship.

For your clients: A structured discovery call, clear finance strategy, and access to Cerebra, our AI platform, give them clarity on options.

Step 4

Finance Structuring & Execution

For you: You know your clients are being looked after with a strategy that aligns with your advice.

For your clients: Loans are structured for long-term growth — balancing yield, equity release, and risk management.

Step 5

Communication & Transparency

For you: Regular updates and clear reporting mean you never have to chase.

For your clients: They feel supported at every stage with simple, transparent communication.

Step 6

Ongoing Reviews & Growth

For you: The partnership strengthens over time, deepening client trust in you as their key advisor.

For your clients: Annual reviews, portfolio tracking, and updated strategies keep them on course for long-term wealth.

What our partners have to say