Refer a Client

Become an accredited referral partner and let us help you help your clients realise their business goals.

As an independently funded specialist lender, we have been leading the way in the financial services industry for close to a decade. We specialise in providing tailored solutions to finance professionals using the value of their recurring revenue or trail books as security rather than risking property or personal assets. By becoming an accredited referral partner, we can help you help your clients.

Our partners

Why we are right for your client

No credit
No property required
as security
No hidden
costs or fees
We specialise in the small loans that banks avoid. Size does not matter.
Tax deductible.

TrailBlazer loans in a nutshell

Amounts $30,000 – $1,000,000 $30,000 – $1,000,000 $30,000 – $800,000 $30,000 – $500,000 $30,000 – $1,000,000
Term 2-5 years 2-5 years 2-5 years 2-3 years 2 years
LVRs LVR 75% LVR 65% LVR 60% LVR 60% LVR 60%
Interest rate + fees From 10.5% From 10.5% From 10.5% From 10.5% From 10.5%
Type Principal and interest fixed rate Principal and interest fixed rate Principal and interest fixed rate Principal and interest fixed rate Principal and interest fixed rate
Repayments Monthly Monthly Monthly Monthly Monthly


Buying out
a partner

More reasons to partner with us

  • It’s a spot and refer process, so you can leave the legwork to us.
  • There’s no minimum volume.
  • Access to the decision-maker – us.
  • Consider us another tool in your arsenal, and another way to prevent lost client opportunities.
  • You’ll have a dedicated BDM for queries and loan scenarios.
  • Indicative loan approval for your client within 24 hours.

Call us if you have

  • Active ABN
  • Two years’ trading or industry experience
  • Monthly trail book

What we will need from you

Business and trail book information
on hand

What you will get

Indicative loan approval within 24 hours, then access to funds within four weeks

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 Andrew De Marco,
Head of Sales & Business Development

Refer A Client

Whether you’re a mortgage broker, financial planner, real estate agent, accountant or equipment rental broker, we can support your business goals and needs.

Contact Us

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

1300 139 003

[email protected]