In today’s increasingly complex financial landscape, clients need more than just tax minimisation and compliance—they need strategic, holistic advice. And few professionals are better placed to provide that guidance than accountants. Yet when it comes to one of the biggest financial decisions your client will ever make—buying a home, investing in property, or refinancing their lending—the accountant is often left on the sidelines.
At National Lending Group (NLG), we believe it’s time to change that.
We work with accounting firms across Australia to ensure they remain at the centre of their clients’ financial ecosystem—including lending. By partnering with NLG, accountants can directly influence their clients’ lending outcomes, while generating meaningful new revenue streams and deepening long-term trust.
Why Lending Matters for Accountants
When your client takes out a loan—whether it’s for a first home, an investment property, business equipment, or an SMSF asset—it affects more than just their immediate cash flow. It influences tax strategy, long-term wealth creation, risk planning, and even business structuring.
By staying involved in the lending process, accountants can:
- Help structure loans for optimal tax effectiveness
- Prevent costly errors made by clients or third-party brokers
- Align lending decisions with business and investment strategies
- Strengthen client loyalty through integrated advice
The Power of Partnership: How NLG Works with Accountants
At NLG, we specialise in integrating mortgage broking with professional advisory firms. Whether you prefer to refer, co-manage, or eventually build a lending division of your own—we’ve got a model that fits.
Our relationship with accountants is guided by four Golden Rules, designed to protect the integrity of your client relationships and deliver exceptional outcomes:
🔑 1. Follow the Accountant’s Instructions
We always work under your guidance. You know your client’s broader financial picture—so we follow your lead. Whether it’s loan structure, entity selection, or timing considerations, our brokers operate in alignment with your strategic advice.
🔑 2. Keep the Accountant Updated
You’re never left out of the loop. From the first meeting to final settlement, you’ll be updated at every key milestone. That means fewer surprises for you—and smoother, more coordinated service for your clients.
🔑 3. Pay Commissions Accurately and On Time
Trust and transparency are non-negotiable. We ensure all revenue share payments are prompt, transparent, and well-documented. Our systems make it easy to track what’s owed, when it’s paid, and how it’s calculated.
🔑 4. Reciprocate
Partnership goes both ways. When we identify clients in need of accounting, tax, or advisory services—we refer them back to you. It’s about building true collaboration, not one-sided transactions.
A Generous Revenue Opportunity
We believe accountants should be rewarded for the value they bring. Our revenue share model is among the most generous in the industry. Whether you refer one loan a year or 100, you’ll be fairly compensated—without lifting a finger in the broking process.
It’s a win for your clients, a win for your practice, and a win for us.
The Results Speak for Themselves
Accounting firms who partner with NLG report:
- Stronger client retention and trust
- Easier integration of lending into advisory conversations
- A new income stream without increased workload
- More informed, confident financial decisions for clients
Ready to Explore What’s Possible?
If you’re looking to offer more value to your clients, protect your position as their key adviser, and unlock a new revenue stream for your firm—we’d love to talk.
Let’s build something that works for your clients, your business, and your future.
Stephen Lake
Founder, National Lending Group
www.nlg.com.au
📧 [email protected]
He also owns Referconnect, a marketing company specialising in linking financial service providers to provide better outcomes for their clients and deliver assets and profit to business owners and stakeholders.
- Why Accountants Should Be at the Centre of Their Clients’ Lending Outcomes - 16 April 2025
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