Financial Planners

We specialise in providing tailored solutions to financial planners using the value of your trail book or recurring revenue as security

As a financial planner, procuring a loan can sometimes be difficult, particularly in today’s environment. There’s a good chance you could use a friend who can help if you need to fund the acquisition of a book or cover costs as you transition to a new dealer group. That’s where we come in. We specialise in providing tailored solutions to financial planners using the value of your portfolio or recurring revenue as security, rather than risk property or other tangible assets. We are one of the few lenders actively providing funding to financial planners.


No property required
as security
No hidden
costs or fees
Flexible loan terms up to four years
Loans from
$30,000 up to $1 million


Loan amount

$30,000 up
to $1 million

Loan term

Up to 4


Up to
LVR 65%


(in arrears)


Redraw facility;
Principal and interest
fixed rate


consolidation / ATO debt
Buying out
a partner

More reasons our loans
are better than the rest

  • We specialise in financing mortgage brokers.
  • Expert advice to keep your business goals on track.
  • Direct access to the decision-maker – us.
  • Quick and easy access to cashflow.
  • Use the loan for any worthwhile business purpose.

Let us help you

What you will need

  • An active ABN
  • Two years’ trading or relevant industry experience
  • Monthly recurring revenue

What we will need from you

Business and portfolio information
on hand

What you will get

Fast indicative loan approval and access to funds

The TrailBlazer Finance difference

We’ll be your guide

When you’re trailblazing, it helps to have someone with you who has blazed the trail before. That’s why we’re the perfect choice to guide you step-by-step through the process, minimising hassle to you. We can even work directly with your aggregator if that makes it easier.

A loan as unique as your business

We realise that your business is unique and complex. That’s why we never assess your situation with a ‘cookie-cutter’ approach. First, we listen. Then we undertake a comprehensive valuation of your trail book which allows us to customise a loan, specifically tailored for your situation. It’s a new way to inject cash into your business, with terms that will help your business prosper.

Deal with the decision-makers

You deal with the decision-maker. Even if traditional lenders have turned you down, we might still be able to help because we’re an independently funded specialist lender and can assess your loan on its own merits. We pride ourselves on our transparency and we will personally notify you of our lending decision as soon as we have made it.

We get it. Really. And we get you.

The banks don’t understand trail books. But we do. That’s why we developed our proprietary trail book appraisal model using proven algorithms to determine the current value of your business’s future cash flow. We’re so confident in our valuation that we lend against it – or are willing to buy your trail book for that price.

More than money

Because we’re invested in your continued success, we’re happy to offer guidance and expertise to help you achieve your vision and bring your ideas to market. If you choose to work with us, we’ll support you with tools and advice to help you grow, because your success is our success.

Cash flow peace of mind for your business

We offer a variety of loan products for you to choose from. These include facilities that let you draw down money as you need it, so you have the security of having your own facility locked in, but pay no interest to pay until you actually draw funds. Then you only pay interest on the funds you use. This gives you a flexible and convenient source of funds when you need it most – as well as peace of mind.

Our process


For a confidential conversation please contact our experienced team

Enquire now

Whether you’re a mortgage broker, financial planner, rent roll business owner, accountant or other cashflow business, we can understand and support your specific business goals and needs.

Contact us

Suite 401, Level 4, 59-75 Grafton Street, Bondi Junction NSW 2022

1300 139 003