Become an SR Finance Business Associate and connect clients with professional assistance for investment recovery, unclaimed assets and related financial matters — with training, sales support and operational guidance.
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The associate model is designed for professionals and individuals who already have trusted relationships and want to build an additional business opportunity around financial recovery and related services.
Associates and eligible referral partners may receive applicable commissions, revenue-sharing benefits or referral incentives for qualifying leads and successful conversions, subject to the agreed commercial terms and SR Finance policy.
Introduce relevant recovery and financial assistance services to an existing professional or customer network.
Address financial recovery needs across different client profiles rather than limiting yourself to a single specialised service.
Build a relationship with an organised service platform and develop your referral network over time.
You don't need to build a full business around financial recovery to work with SR Finance. Depending on your interest and network, you can explore an ongoing business partnership or simply introduce relevant clients and leads to our team.
Build a longer-term relationship with SR Finance and develop a referral-driven business opportunity around our financial recovery and related services.
Have a client, friend, colleague or business contact who may need SR Finance's assistance? Simply introduce the lead to our team.
SR Finance can support associates beyond the initial referral, helping organise the process and keep the client journey structured.
Access presentations, information material and communication resources to explain services clearly to prospective clients.
Understand the service categories, common client situations and process flow through structured training support.
Manage and track your referred cases and relevant performance information through the available associate systems.
Maintain visibility of case progress and outstanding requirements as the client moves through the recovery process.
Work across a broad range of financial recovery needs rather than relying on one narrow product category.
Associates refer the opportunity while the specialist team assists with documentation, processing and operational follow-up.
The associate opportunity can suit professionals, advisors and individuals who have strong relationships, financial awareness or a well-developed local network.
Associates can introduce clients who need assistance across multiple financial recovery and documentation categories.
The associate journey is designed to keep your role simple while giving the referred client access to a structured service process.
Identify a client or contact who has a financial recovery or documentation requirement and submit the relevant details.
The appropriate SR Finance team reviews the case, identifies the process and coordinates the required documentation and follow-up.
Follow referred opportunities through the available support systems, understand the applicable commercial outcome, and continue building your professional referral network.
Apply to become an SR Finance Business Associate, Referral Partner, or simply speak with our team about suitable lead-referral opportunities, eligibility, onboarding, training, service categories and the applicable commercial structure.
