Are you eligible to be a referral partner?

Become a referral partner.
Refer clients, earn commission

As seen in

How our referral system works?

If you are a financial advisor, planner broker or business without the ability to offer reverse mortgages to your clients, let us be of assistance.

Expand your service portfolio and meet the specific needs of your older clients. Upon each successful settlement, your account will be deposited.

Simply enter your details above and see if you are eligible to be a referral partner. Alternatively, please don’t hesitate to contact us. We look forward to having a chat with you.

Register Now:

Rated 4.9 stars on

Jackie Lewis
07:48 17 Jul 25
Adam is a professional, diligent, polite, and patient person. He never rushed us into making decisions and allowed us to take our time. Given that we were on opposite sides of the country, his knowledge of reverse mortgages made the process incredibly easy and stress-free.If you’re considering a reverse mortgage, you can’t speak to anyone better than Adam!
Sheryl Godfree
08:14 15 Jul 25
both sheryl and i where extremely impressed in the professional and understanding approach by angela. in what could have been a stressful and confusing arrangement was dealt with by angela in an efficient and stress free transition .her approach to her clients [ being us ] was amazing to say the least, as nothing was a problem.we have and will contiue to sing her praises and would not hesitate in recommending angela and senoir first to all our friends. a score out of ten..12 and possibly more....brian o'donnell
Greg Kay
07:57 15 Jul 25
Seniors First are a great company to deal with and make the whole process very easy and understandable.We couldn't be any happier with all the assistance time and effort provided by our Seniors First broker Seema Baram.Seema went above and beyond to assist us with the whole process.For this we are truly grateful to Seema and highly recommend Seniors First.
Gloria O'Rourke
04:46 15 Jul 25
Great
Norman Shaw
01:54 15 Jul 25
Very happy with the service. My consultant was very professional and very patient with my level of co.puter skills.Thank you and very happy to recommend you
Kaye Kinsey
01:18 15 Jul 25
We recently completed a transaction through Seniors First and have been very impressed with the way it has been handled. we would have no hesitation in recommending them to anyone looking to secure their future requiements for finance. In particular we were looked after by Andrew Cate who gave us great help throughout the process.Brian and Kaye Kinsey
Leah Murray
00:32 14 Jul 25
Adam Oakley handled my application for the reverse mortgage. I found Adam to be efficient, knowledgeable ( re the process), courteous, respectful & friendly. I recommended Adam anytime. Thanks Adam
Angela Perosh
00:03 14 Jul 25
Adam was absolutely fantastic in helping me secure a reverse mortgage through Seniors First. He was patient, clear, and always took the time to explain each step in a way that made me feel supported. His genuine care made the whole process smooth and stress-free and it was done in a very timely manner. Highly recommend Adam and the team at Seniors First!
PAUL GESTIER
07:48 11 Jul 25
Seeing a TV ad from Seniors First / Reverse Mortgage brokers revealing how cash poor / asset rich retirees ( myself being in that category) can gain funds by using their equity in their residential home, I made contact with their office and was put in contact with broker Adam Oakley.Adam explained how the system worked and the means to obtain those very important funds in a very friendly,polite and informative manner .Adam followed up on my first phone call soon afterwards with a joint phone call with my wife and myself explaining the process to realise funds and how a reverse mortgage worked .Afterwards We held discussion with our family and Solicitor (all were were in agreement with what we very now proposing ) .Informed Adam of our intentions who arranged the necessary paper work for completion by us very quickly , no waiting around.Once we completed the information required Adam lodged our application to a number of banks for consideration with offers being received within a couple of days. We accepted one bank's offer who arranged the necessary paper work to us very quickly to enable a quick settlement once our signed documents were received by them .Settlement on our reverse mortgage occurred almost 2 months to the day after our initial discussion with Adam . Funding was 2 business days after receipt of documents by the bank which was very impressive indeed . The only delays were caused by us getting the info asked for .The help and guidance give by Adam Oakley was invaluable and very helpful , Adam was always readily available to answer any queries we had and made the process in applying for this type of funding very easy with out any drama .I highly recommend Adam Oakley and the Team at Seniors First if a Reverse Mortgage suits your needs as it does ours .
AM
01:36 10 Jul 25
Thanks very much to Seema Baram at Seniors First who helped us through the end-to-end process to apply and obtain a Reverse Mortgage. Seema was extremely helpful throughout the whole process and ensured we understood our options available. Thank you for keeping us informed throughout the process. Highly recommend Seema for her great service provided.
John Riffel
13:28 09 Jul 25
The decision we made to consider a HECL was carefully deliberated. Having recently sold our home and downsized to a more affordable apartment; we sought the most suitable organisation to address our financial requirements.Our decision to engage the services of Seniors First was primarily influenced by our initial telephone conversation with Adam Oakley on May 5, 2025.The conference call was highly productive; Adam listened attentively as we outlined our financial situation, posed insightful questions, and made us feel that our needs were a priority. His responses were thoughtfully articulated in clear, jargon-free language, ensuring we fully comprehended the information provided.Our initial engagement with Seniors First was crucial. Prior to this, we had contacted another organisation in March 2025. During our interaction, our primary contact unexpectedly handed our business over to a colleague, who then adopted a strong, undiplomatic, and uncaring approach in one of his emails. This immediately put us off, leading us to discontinue our engagement with them after two months of minimal progress.Adam Oakley assured us of consistent professionalism and true to his word delivered on his promise. He kept us informed at every step, promptly responding to all our calls and emails with thorough explanations. Despite involving solicitors and Gateway Bank, the process flowed smoothly, thanks to Adam's diligent communication. Our settlement was completed on June 25, 2025, just eight weeks from inception.We thank Adam for his sterling efforts and will not forget his dedication and thoroughness in managing our account.
Jan Higham
03:44 09 Jul 25
Adam (Oakley) was very helpful, and extremely patient - I could not have managed without him.
Carol Capelli
12:43 08 Jul 25
Was very comfortable with dealing with Adam Oakley from our first encounter. Adam explained the process extensively and was so helpful with following up on any queries.
malcolm n
22:58 07 Jul 25
Hi, Seema's assistance and guidance through the reverse mortgage procedure was very thorough. Seema was very professional and was always available.Thankyou Seema.
lois kean
12:02 03 Jul 25
Thank you to Palka for all you have done to give advise and secure a Reverse Mortgage.You have given me outstanding service, guidance and help. You made clear to me the advantages, disadvantages and outcomes of a Reverse Mortgage.You reassured me about the right timing and steps to take in the whole process.I couldn't be more grateful and very satisfied knowing that my home loan is paid and I have enough to live comfortably.
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Frequently asked questions (FAQs)

Who can be a referral partner?

Organisations who regularly come into contact people who need a Reverse Mortgage. If your business serves with senior home owners who need to release home equity for cash.

  • Mortgage brokers
  • Financial planners
  • Law firms
  • Accountants
  • Aged Care facilities

Likewise, if your business sells products or services to the senior's demographic that often require finance to fund the purchase then you may also be suitable:

  • Home care providers
  • Home builders (for renovation)
  • Caravan & auto vendors

Is there any cost involved in becoming a referral partner?

No, there is no cost involved in becoming a referral partner. Our referral program is designed to be mutually beneficial, allowing you to earn commissions by referring customers to us without any upfront or ongoing fees.

What are the benefits of becoming a referral partner?

We believe in fostering a collaborative relationship with our referral partners. Where there’s an opportunity your identify clients who can benefit from our services, upon successful settlement, we pay you a commission. By partnering with us, you can expand your service portfolio and your professional network.

Can I promote your services through my website?

We encourage our referral partners to promote our services through their websites. Promoting our services through your website not only benefits us but also provides an opportunity for you to earn commissions for successful referrals. Please keep in mind the relevant disclaimers you have to provide to your clients.

What kind of support/resources will be provided to me as a referral partner?

We support to any questions that you may have about our services. Please feel free to email us: [email protected] to speak to our team about the Reverse Mortgage referral program.


Let's hear from you!

Interested in reverse mortgages or researching your best options for aged care finance or seniors home loans? We are here to help.

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