Refer a Friend

Refer a friend to a Finance & Mortgage Broker at Wood & Weiss Finance and be rewarded on settlement. Whether it's a new loan or refinancing an existing one, we appreciate the introduction.

Rated 5 from 47 Reviews

Refer a Friend

Introduce a friend, colleague or family member and receive a $250 gift card.

It only takes 3 simple steps.

  • You realise a friend or family member could benefit from our help with a new loan or to refinance their existing one.
  • You ask for their permission and enter their details for us to reach out.
  • Once the loan is settled, we'll send you a $250 gift card.

Terms & conditions apply, see below for details.

Reviews for Wood & Weiss Finance

AR

Adrian Rietwyk

Have worked with and been guided by Jeff and his experience for over a decade. He is able to explain things in easy to understand ways, is willing to listen and then research any questions/information that is not readily available and is very timely in getting the response(s) to you. On top of his professional nature, he is a down to earth and genuine guy there to assist you and enjoys a polite chat and laugh at appropriate times to make the process of all the paperwork more fun.

JK

Justine Kitchen

I have been working with Jeff for many years, so when it came time to get my own finance sorted, there was no question where to go. They provide an excellent service to their clients and are able to help where others might not be able to. I would 100% recommend them to family, friends, collogues and clients.

BJ

Babes J

Terms & Conditions

Eligibility for the $250 gift card is based on this criteria

  • A successful referral is achieved once the loan has settled with the lender.
  • Minimum loan size - $500,000
  • Loan must be settled within 12 months from the date referral was received
  • This referral program begins on 1st January 2025.
  • $250 you receive will be in the form of a gift card only and will be sent digitally via your choice of sms or e-mail within 3 business days after home loan has settled.

Frequently Asked Questions

What is a mortgage broker, and why should I use one?

A mortgage broker is a professional who helps you find and secure a home loan. They have access to a wide range of loan products and lenders, saving you time and potentially helping you secure a better deal.

Can I invest in property with a limited budget?

Yes, property investment can be accessible with various budget levels. Our advisors can guide you on strategies like leveraging, diversification, and exploring emerging markets to make the most of your investment regardless of your initial budget.

How do we get paid?

We get paid by the lender through commissions. This means our service is free for you, as the borrower. We receive a commission based on the loan amount and may also charge additional fees, which will always be transparently disclosed.

What types of properties make good investments?

The suitability of a property depends on various factors, including location, market trends, and your investment goals. Our advisors consider these factors to recommend properties with the potential for capital growth and rental income.

What is Lenders Mortgage Insurance (LMI), and do I need it?

LMI is insurance that protects the lender if you default on your loan. It is usually required if your deposit is less than 20% of the property’s value. Your mortgage broker can explain LMI, help you assess whether it’s necessary, and explore ways to minimise its impact.

How much can I borrow for a home loan?

The amount you can borrow depends on various factors, including your income, expenses, credit history, and the lender’s criteria. A mortgage broker can assess your situation and provide an estimate of your borrowing capacity.

What is property investment advisory, and how can it benefit me?

Property investment advisory involves expert guidance on selecting, acquiring, and managing investment properties. Our advisors provide tailored advice to help you build and optimize your property investment portfolio for long-term financial growth.

Can I invest in property with a limited budget?

Yes, property investment can be accessible with various budget levels. Our advisors can guide you on strategies like leveraging, diversification, and exploring emerging markets to make the most of your investment regardless of your initial budget.

How do I determine if property investment is suitable for me?

We conduct a thorough assessment of your financial goals, risk tolerance, and investment horizon. This analysis helps determine whether property investment aligns with your objectives and fits into your overall financial strategy.

Ready to get started?

Book a chat with a Finance & Mortgage Broker at Wood & Weiss Finance today.