For Accountants & Advisors
When your client needs funding, do you have the answer?
We work alongside accountants, financial planners, and business advisors to help their clients access the right finance quickly, professionally, and without the complexity landing back on your desk.
A finance partner who makes you look good
Your clients trust your advice on tax, structure, and strategy. When they need funding, they're going to ask you first. Walmer Castle Finance gives you a credible, discreet, and genuinely capable partner to refer them to — one who will reflect well on you.
We work across the full spectrum of commercial finance, which means one relationship covers most of what your client base will need.
- Residential mortgages for owner occupier and investment
- Commercial property: purchase, refinance, development
- Equipment, vehicles, and asset finance
- Business working capital and growth funding
- Private and second mortgage lending
- Complex structures: trusts, self-employed, multiple entities
The process
Simple from your end. Thorough from ours.
We've designed the referral process to be as frictionless as possible for you. Your job is a single introduction — we take it from there.
A quick conversation
Call or email James with a brief overview of the client's situation. No forms, no portals — just a direct conversation with a credit professional.
We assess the opportunity
We review the scenario across our lender panel and give you an honest read on what's achievable, at what rate, and with which lender.
We manage the client
With your introduction made, we take ownership of the process end-to-end — collection, submission, negotiation, and settlement. You stay informed, not involved.
Your client is looked after
We operate with the same standard of professionalism you do. Your client will be communicated with clearly and your relationship with them protected.
Client situations we handle
The kinds of deals your clients bring to you
Business owners and property investors face funding challenges that don't fit neatly into a bank's credit box. Here's where we add genuine value.
Owner occupier or investment property for an individual or business owner
Purchase, refinance, equity release and debt consolidation across a wide lender panel. Particularly strong with self-employed clients, complex income structures, and investors with multiple properties.
Client buying or refinancing a commercial property
Owner-occupied or investment. We access both bank and non-bank lenders and work through complex ownership structures including trusts and SMSF.
Established business needing liquidity or growth funding
Trade finance, invoice facilities, overdrafts, and term loans for businesses with trading history and a clear use of funds.
Equipment, vehicles, or machinery for an operating business
Chattel mortgage, finance lease, and operating lease across all asset types. Fast turnaround for clients with clean trading history.
Time-sensitive deal requiring fast property-backed funding
Where bank timelines don't work and the client has clear equity. We access private and second mortgage lenders for bridging and short-term capital.
Client undertaking a residential or commercial development
Construction and land funding for experienced developers. We work through feasibility, pre-sales requirements, and lender appetite to find the right fit.
Why Walmer Castle Finance
Bank-level credit thinking, without the bureaucracy
Walmer Castle Finance was founded by James Scobie after more than a decade in financial services including seven years at Macquarie Bank in various BD and origination roles.
That background shapes everything we do. We know how lenders think, how they assess risk and what makes a deal work. We position transactions effectively, manage expectations clearly and execute with purpose.
- Authorised Credit Representative 572269 under ACL 389328
- Member: CAFBA, FBAA, AFCA
- ABN 26 688 511 202
- Bachelor of Business (UTS) · Diploma of Financial Services · Cert IV
Discretion as a default
We operate in the background, never oversell, and never undermine the trust your client places in you.
Honest assessment upfront
We will tell you early if a deal isn't viable. No stringing clients along, no wasted document collection.
Breadth across product types
We cover residential, commercial, asset, private, and specialist — one relationship for your whole client base.
Speed when it matters
For time-sensitive situations — bridging, EOFY equipment, working capital under pressure — we know how to move quickly without cutting corners.
Fully licensed, fully insured, fully compliant
All referrals are handled in accordance with our obligations under the NCCP Act and relevant ASIC guidance. We maintain appropriate PI insurance, hold membership with AFCA for dispute resolution, and operate under a rigorous AML/CTF compliance framework.
Get in touch
Start a conversation — no obligations
Whether you have a specific client in mind right now, or you're simply exploring whether this kind of partnership makes sense, we're happy to talk.
Refer a client or introduce yourself
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All enquiries are treated with full confidentiality. We'll respond within one business day.