For Advisors
Your Clients Deserve Capital That Fits. We’re Here To Help You Deliver It.
Nexus Advisory partners with accountants, CFOs, lawyers and business advisors to provide their clients with structured, tailored capital solutions - from working capital and growth funding through to complex restructures and non-bank lending.
We exist to make you look good. When your client needs funding and the banks aren’t the right fit, we step in as an extension of your advisory team - not a replacement for it.
Our Partners
Why Advisors Refer to Nexus
We Protect the Relationship
Your client is your client. We work alongside you, not around you. You’re copied on key updates, consulted on structuring decisions, and credited for the introduction. We never approach your client independently or cross-sell services.
We Handle the Heavy Lifting
From initial scoping to lender negotiation, information memorandums, credit submissions and settlement - we manage the entire funding process. You don’t need to become a lending expert. You just need to know we’ll execute.
We Expand Your Advisory Value
When you connect your client with the right funding at the right time, it strengthens your relationship. We give you a capital markets capability without the overhead - so you can offer more, without doing more.
We Work on Complex Situations
Bank declines, ATO debt, thin margins, rapid growth, seasonal cashflow - we specialise in the transactions that don’t fit neatly into a standard credit policy. If your client’s situation is complex, that’s exactly where we operate.
How the Referral Process Works
Explore the process of working with us from start to finish.
-
You introduce your client to Nexus via email or phone. It takes two minutes.
-
We have a confidential discovery call with your client to understand the business, the funding need and the timeline. You’re welcome to join.
-
We design the funding structure, prepare the credit submission, and manage the lender process end to end. You receive progress updates at each stage.
-
Once funding settles, we debrief with you and your client. We stay involved for future funding needs, refinances and facility reviews - and we always loop you in.
Frequently Asked Questions
-
Yes. We’re happy to discuss referral structures that work for your practice. Reach out to unbank@nexusadvisory.co to start the conversation.
-
Absolutely. All client information is treated with strict confidentiality, shared only with approval.
-
We work with SMEs across all sectors, from early-stage businesses through to established companies with revenue up to $100 million. We’re particularly strong in situations where traditional bank appetite is limited.
Refer a Client
Have a client who needs funding support? Introduce them to Nexus in under two minutes. We’ll take it from here - and keep you in the loop every step of the way.
Or email us at unbank@nexusadvisory.co