Finance Solutions for

Accounting & Finance Professionals

Precision Lending for

Finance & Accounting Experts

As a finance professional, your income may be complex but your lending experience shouldn’t be. Brokify helps accountants, auditors, and planners access tailored lending that makes the most of your career credibility and financial acumen.

Whether you’re buying your first home, investing, or refinancing, we understand the nuances of financial documentation, structured income, and future planning.

Recognised Finance Roles Include:

Auditors

Certified Practising Accountants (CPA)

Tax Agents

Bookkeepers

Financial Analysts

Wealth Advisors

Eligible professionals may also include:

  • Chief Financial Officers (CFOs)

  • Actuaries

  • Internal Auditors

  • Risk Consultants

  • Investment Strategists

  • Controllers

  • Business Valuation Experts

  • BAS Agents

Key Benefits:

  • LMI waivers

    Eligible professionals may qualify for waived lender’s mortgage insurance up to 90% LVR

  • Higher Debt-to-Income ratios
    Leverage your stable profession and strong financials for increased borrowing power

  • Understanding of complex income

    We work with your structures: trusts, dividends, retained profits, or bonuses

  • Strategic finance planning
    Alignment with wealth building, investment, and tax-efficiency goals

We know your schedule is demanding, your income can be complex, and your goals are ambitious.

That’s why we deliver finance solutions that match your potential with speed, structure, and service.

We know that no two balance sheets look the same. That’s why we go beyond the tick-box assessment—delivering personalised lending advice that accounts for your goals, not just your numbers.

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COMPANY

BROKER HUB

PARTNER HUB

COLTO 2 Trust trading as BROKIFY PTY LTD & Shaun Lee are authorised representatives of Finsure Finance and Insurance Pty Ltd

ABN 72 068 153 926 under Australian Credit Licence Number 384704. | Australian Credit Representative Numbers for 568014 & 568015

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