Our Referral Policy
We believe that referrals from our valued clients are one of the best ways for new people to discover what we do.
Each referral means a lot to us, and we’re committed to treating every new person with care, respect, and zero pressure to engage unless they feel it’s a good fit.
Who Might Need Help ?
People don’t always come right out and ask for a financial adviser, but they may be facing life moments where financial guidance could be transformative.
Here are a few examples of when it could be the perfect time to introduce us:
- They’re ready to retire but unsure if they can afford it: They’re wondering if they’ve saved enough or how to make their money last.
- They’re unsure how to structure their superannuation or investments: Finding the right balance between growth and security can feel overwhelming.
- They’re planning their retirement lifestyle: Whether it’s travel, hobbies, or spending time with family, they want a plan to fund their dream life.
- They’re looking to maximize their retirement benefits: Strategies like downsizer contributions, Age Pension eligibility, or minimising taxes might be top of mind.
How to Refer Someone?
We like to keep things simple. If you know someone who could benefit from speaking with us, feel free to share the Can-We-Help link below.
This page explains who we are and what we do, and includes a short video to introduce our approach.
From there, they can decide what feels right for them—whether that’s learning more, downloading a resource, or scheduling a chat.
Tip: Feel free to copy and paste the link into a quick message or email to them.
Confidentiality & Respect
Confidentiality is a top priority for us. We’ll keep all details private and never discuss one client’s situation with another.
Referrals are handled with the utmost respect – your friend or family member will receive information and support without any obligation or pressure to work with us unless it feels like a good fit.
Thank You for Your Support.
Your trust means the world to us, and we’re honoured to be part of your financial journey.
Thank you for supporting us in helping others take charge of their financial future with confidence and peace of mind.
Best regards, Jarrod Boyd.
