MedX Finance
Partnerships

Need medical finance specialists on your side?

When lending gets complex for a doctor, dentist, vet or allied health professional, we are the team you bring in.

5.0 · 157+ reviews 45+ lenders 2,000+ medicos helped

Referral partners

Your client stays your client. We solve the finance

Medical lending is its own discipline. Policy differs sharply from lender to lender, and the right structure is rarely the first one offered. That is where we come in.

Fit-out and design

Projects that start on time

A build stalls when the finance does. We get involved early so funding is lined up alongside your quote, not after it.

Equipment suppliers

Finance as part of the sale

Give your customer a specialist to talk to on the day. We structure equipment finance around how the practice actually earns.

Accountants and advisers

A second opinion on lending

You know the structure. We know lender policy. Same doctor, same numbers, 45 different answers. Send us one scenario and see.

Property and practice sales

Buyers who are ready

Buyers’ agents, practice brokers and lawyers. We help your buyer understand their borrowing position before they commit.

How the arrangement works

Service comes first. Most partners work with us because their clients get a better outcome.

Every partnership is set up differently, so it starts with a conversation about how we work and what would suit your business. Any referral arrangement is disclosed to the client and set out in a simple written agreement.

What we ask of you

Tell your client who we are and get their okay to pass on their details. That is it.

You do not need to discuss lenders or products, collect documents or sit in on the application. We handle that directly with your client.

How a referral partnership works

01

Talk to us

It starts with a conversation about your business, your clients and how we work. If it is a fit, we put a simple written referral agreement in place.

02

Introduce your client

With your client’s okay, pass their details to your MedX Finance specialist. Two minutes, no paperwork.

03

Stay in the loop

One specialist looks after your client from first call to settlement, and updates you at the points that matter: first conversation, approval and settlement.

What you can expect from us

  • One named specialist

    A direct line to someone who knows your business and picks up the phone.

  • The whole position, not one product

    Practice, equipment, fit-out, commercial property, home loans, SMSF lending and car finance under one roof.

  • Access that solves the hard ones

    45+ mainstream and specialist lenders. We work for your client, not the banks.

  • We stay in our lane

    Finance only. Anything involving tax, legal or financial planning goes straight back to you.

  • Support shaped around you

    Every partnership is set up differently. Where it suits, that can include co-branded material to make the handover easy. Talk to us about what would help.

  • Scenario support

    Not sure if it stacks up? Talk it through with a specialist before you mention it to your client.

Ready to refer with confidence

One introduction. One specialist. Your client’s finance sorted, and you kept in the loop.

Set up a referral agreement
Practices and organisations

Finance support for your people. No cost to you

Your doctors and staff are time-poor and often underserved by generic bank processes. Give them direct access to specialists who understand how medical professionals earn, borrow and build.

For your people

Clarity on the big decisions

A first home after fellowship. Relocating for a new role. Buying into the practice. Buying their own rooms. Each one gets a specialist and a customised lending approach.

For your organisation

A benefit that helps you attract and keep good people

Support that matters at the moments people decide to join, stay or step up to ownership, without adding to your admin.

What working together can look like

No two organisations are the same, so we do not run a fixed package. Talk to us about your people and we will work out what is useful. Depending on the partnership, that can include:

  • Specialists your people can call

    Direct access to MedX Finance specialists who work with medical professionals every day.

  • Briefing sessions

    Practical sessions for registrars, new fellows, associates or practice managers, on site or online.

  • A co-branded page

    A page your people can use to book a confidential conversation.

  • Ownership pathways

    Support for associates buying in and principals planning succession.

Questions partners ask

Will you take over my client relationship?

No. We handle the finance and nothing else. Anything outside lending goes back to you, and we keep you updated along the way.

Is there a referral fee?

Referral arrangements differ from partner to partner, so the best first step is a conversation about how we work. Any arrangement is disclosed to the client and set out in a written agreement.

Does my client pay MedX Finance?

MedX Finance does not charge your client a fee. We are paid by the lender when the loan settles. Any lender application fees are the lender’s.

What kinds of scenarios should I send?

Anything where the finance is not simple: practice purchases and buy-ins, fit-outs, equipment, commercial property, SMSF lending, or home loans for clients with complex income.

Which states do you cover?

We support clients nationwide, with offices in Sydney, Melbourne and Brisbane.

What does it cost our organisation?

Nothing. There is no cost to your organisation and no fee from MedX Finance to your people.

Do we see our people’s financial information?

No. Every conversation is confidential between your team member and their MedX Finance specialist.

Are we endorsing a lender or product?

No. Your organisation is not providing or arranging credit. You are simply giving your people access to a specialist they can choose to speak with.

How big do we need to be?

There is no minimum. We work with single practices through to national groups.

Get in touch

Talk to us about partnering

Tell us a little about your business and the people you look after. We will walk you through how we work, and what a referral agreement or partnership could look like for you.

We'll contact you within the hour, 8am to 8pm, seven days a week (AEST).

Prefer to talk? Call 1300 406 594 or email GetInTouch@MedXFinance.com.au

Partnership enquiry form

This page is general information for prospective partners, not financial or credit advice. What a partnership includes is agreed case by case. Any referral arrangement is disclosed to the client and set out in a written agreement.