We really value you as our client and also your trust and hope we continue to exceed your expectations. If you are happy with our services, why not refer us to your family, friends and colleagues!

 

Nearly all of our clients come to us after being referred from an existing client, and for that, we are eternally grateful. To show our gratitude, we are proud to formally announce our Platinum Referral Program which is automatically available to all of our clients.

 

Our Platinum Referral Program works like this:

 

  • If there is someone you know who is after advice in ANY aspect of their financial affairs, please recommend that they contact us for an obligation-free chat.

 

  • If we can’t assist them we will guide them to someone who can, free of charge!

 

  • If we can assist them, depending on the type of advice they go ahead with, you qualify for a Platinum Reward to the following value;

 

  • Personal Risk Insurance (Income Protection, Life, Trauma and Total & Permanent Disability covers); $150 per referral
  • New Graduates Package (Includes insurance, superannuation consolidation, setting up a budget, setting up a Will and Investment plan); $300 per referral

 

  • Estate Planning service (Includes Will and Power of Attorney); $100 per referral

 

  • Financial Planning and Investment advice (Includes investing inside and outside of super, as well as tax effective investments); $500 per referral

 

  • If you are an existing client that wants to add an additional service to those that you currently use (You have insurance with us, for example and wish to get some advice on investing), then you will also be paid the referral fee relevant to the type of advice you take!

Do you know somebody who needs help?

Refer them to us below

Contact Details (Referrer)

 

Referring Client Details

 

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