For advisers, brokers and accountants
Refer clients for property without handing over the relationship.
When a client asks about investment property, you want to send them to a team that researches first and returns them to you for everything else. That is how we work.
It starts with a 15-minute fit call. We will tell you if it is not a fit.
- properties bought across 420+ suburbs
- 3,100+
- five-star Google reviews
- 850+
REB Buyer's Agency of the Year, winner 2023, 2024 and 2026.
Why partners refer to us
Why advisers refer their clients to us.
Referring a client puts your name on the line. Here is how we protect it.
Research picks the market, not a sales list
Every recommendation starts from the client's goals and borrowing position, then the data. We have no developer stock to move and no project to fill.
around 70%of recent purchases off- or pre-market
Paid by the buyer, and only the buyer
Your client pays a flat engagement fee, agreed before we start. No developer payments, rebates or hidden incentives, so our advice stays on their side of the table.
Your relationship stays yours
We look after the property piece only. Finance, advice, tax and insurance come back to you, and we never market other services to the people you refer.
Every property is checked before it is shown
Our research team runs each property through a written due diligence checklist before it reaches your client. A property that fails it is not shown.
20-pointdue diligence checklist on every property
One person runs the partnership
You deal with our Head of Partnerships from the first call to every settlement. No rotating account managers and no junior handovers.
You always know where each referral is
We keep you updated as each referral moves from first call to settlement, so you can plan your own conversations around it.
How a referral works
What happens after you refer a client.
Your client always knows the next step, and so do you. Each stage shows what you will hear from us.
2 to 4 monthstypical time from signing to exchange
15-minute fit call
A short call to understand your client's goals and position. If we are not the right fit, we say so and point them somewhere better.
For you: You hear whether the call went ahead.
45-minute consultation
A deeper look at income, borrowing, current holdings and timeline, so the client sees what a realistic plan could look like.
For you: You know if your client decides to go ahead.
Strategy session
We set the brief together: budget, target yield and growth profile, and the markets the research supports. Finance questions come back to you.
For you: Pre-approval and lending stay with you or your broker.
Research and acquisition
The research team shortlists markets, then the acquisitions team sources properties, including off-market and pre-market opportunities, and negotiates on the client's behalf.
For you: You get progress updates at each milestone.
20-point due diligence
Each property is checked against our written due diligence checklist, covering the property, the street and the market. A property that fails it is not shown.
For you: Nothing is put to your client that has not passed.
Settlement and handover
We manage the contract through to settlement and handover, then the client comes back to you for everything beyond the property.
For you: A structured handback, with the relationship intact.
Our commitments
Five promises you can hold us to.
Referring someone should never cost you the relationship. These are the rules we work to with every partner.
We work alongside your team
We handle the property search. Finance, advice, tax and insurance stay with you.
No cold outreach to your people
We only speak to people who choose to book. Your list is never marketed to.
No developer stock
No developer commissions and no selling agent referral fees. Our incentive is always your client's.
Clear attribution
Every referral is tracked to you from the first booking, so there is never a question of whose client it is.
A structured handback
After settlement the property piece is done and your client comes back to you for everything else.
Buyer's agency only. We do not provide credit, financial or tax advice.
Who to refer
The clients we help most, and the ones we will send back.
A good referral is one that lands. This is who that tends to be.
A good fit
Ready to act
Has a deposit or equity in place and wants to buy in the near term, not someday.
Data led
Wants to see the reasoning behind a market, not just a listing and a hunch.
Investment focused
Buying to build long-term wealth, with growth and holding costs both in view.
Wants a clear path
Values a written plan and a team that explains each step before it happens.
Not a fit
Off-the-plan buyers
We do not sell or recommend developer stock.
Lifestyle-first home buyers
Our research and process are built for investment purchases.
Get rich quick
Property is a long game, and we will not pretend otherwise.
850+ five-star Google reviews
What the people you refer will experience.
Hear directly from InvestorKit clients, in their own words. Read the full reviews and their history on Google.
Google reviewQuestions partners ask
Straight answers
before you refer.
What advisers, brokers and accountants usually want to know first.
Have a client asking about property?
Start with a partner enquiry. Ruben will set up a 15-minute call to learn how you work and who you look after.
It starts with a 15-minute fit call with Ruben.