Better outcomes start with the right partnerships.
At Miles Financial, we believe the best client outcomes often come from great professionals working together. We partner with accountants, financial advisers, solicitors and other trusted professional advisers to provide their clients with highly personal, strategic lending advice.
Why work with us
When you refer a client to Miles Financial, we understand that their experience reflects on you too. We take that responsibility seriously. You can expect clear communication, responsive service and a considered approach to every client you introduce, while keeping you informed throughout the process where appropriate.
Our difference
Finance is our craft. We combine banking experience, lending expertise and access to a broad range of lenders to find and structure solutions around each client’s individual circumstances and longer-term goals.
We’re particularly comfortable with complex scenarios and self-employed clients, where understanding the complete financial picture can make all the difference.
And our relationship doesn’t end at settlement. We stay connected with our clients, regularly review their lending and work alongside their other trusted advisers as their circumstances and goals evolve.
Our Difference
Professional Advice, Personal Service
We believe great lending advice starts with understanding the person behind the numbers. We take the time to understand your financial position, goals and what you’re working towards before recommending a solution. Drawing on our banking and lending experience, we combine professional advice and strategic thinking with the personal service of a boutique firm. You’ll have a dedicated adviser who knows your circumstances, manages the process from start to finish and is available when you need them. The result is lending advice that is considered, tailored and built around you.
Independent and Accountable
Miles Financial is independently owned and operated, not a franchise, bank or large corporate-owned brokerage. As a small business, our reputation is everything. We know it takes years to build, can be lost in a moment and must be earned with every client. You won’t get lost in a large organisation or passed between faceless back-office teams; you’ll receive personal attention from people who know your circumstances and take ownership of the process. With access to a broad panel of lenders, we advocate on your behalf, communicate clearly and remain accountable from our first conversation through to settlement and beyond.
Long-Term Partners
For us, settlement is the beginning of the relationship, not the end. We stay connected after your loan settles through regular lending and interest rate reviews, helping ensure your finance remains competitive and continues to support your changing circumstances and goals. As your life, investments or business evolve, we’re here to help with the next lending decision and ensure your overall structure keeps moving with you. Eligible settled clients also receive two years of complimentary Equifax ID & Credit Protect, providing an additional layer of credit monitoring and identity protection as part of our ongoing commitment to our clients.
Let’s work together
If you’re looking for a lending partner you can confidently introduce to your clients, we’d love to hear from you.
