Get finance against your financial planning commission

One product with a simple goal – to unlock the potential of your financial planning commission income

Designed for Financial Planners

Our product is designed to meet the needs of the planning industry, unlocking the significant value from your financial planning commissions without the need to sell them.

No second mortgage required

We view your financial planning commissions as a real asset, eliminating the need for a second mortgage.

Can be used for any business purpose

You can borrow against your financial planning commissions to fund any legal business purpose, including your ATO debt.

Simple assessment and fast approvals

Making the process as straightforward as possible.

How Planner Loans work Borrow against your plan book commissions and unlock the capital within your financial planning business. The product is designed for financial planners to secure up-front income for any business purpose.

Planner Loans can help with finance for any business purpose


Planning Book Acquisitions


Business Expansion


Business Finance


ATO Debt


Debt Reallocation


Divorce or Seperation

The process is easy

Use our loan enquiry form to request information on how much you can borrow against your planning book commission.
Fill out our application form which is based on straight forward assessment criteria and provide supporting documentation.
Once approved, we will provide you with execution documentation then the funds will be provided directly to you.

What you will need to ensure fast approval

  • Identification
  • Signed Dealer Group Agreement
  • Last 12 months commission statements from your Dealer Group
  • Last 2 years June commission statements from your Dealer Group
  • Australian Taxation Office portal details
  • Most recent company financials
  • Trust Deed information (if applicable)
  • Signed purchase agreement (if applicable)

Make an Enquiry

Fill out the form and one of our team will be in touch

Have any questions? Speak with one of our friendly team today.

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