For brokers & referrers
Work with
So Money.
Choose the partnership route that fits how you work with clients. Each pathway has its own onboarding and assessment.
Find your way to partner
Have your own ACL? Explore broker accreditation. If you do not hold an ACL, consider joining as a Mobile Partner or introducing clients as a Referral Partner.
The appropriate route and any appointment or accreditation are confirmed through So Money's current onboarding process.
Accredited Broker — own ACL
Apply for accreditation to write So Money products under your own licence.
Mobile Partner — no ACL
Explore joining So Money as a Mobile Partner. Operating under So Money's ACL is subject to assessment, onboarding and appointment.
Referral Partner — introduce clients
For accountants, lawyers, financial planners, real estate agents and mortgage brokers who want to refer clients.
Already working with us?
Pick up where you left off.