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Referral Programme

My clients are generally referred to me through my existing customers, friends, associates and professional contacts. To say THANKS for all referrals I receive that generate business, I have created the following referral programme.

Do you value having a trusted advisor who takes the jargon, paperwork, stress and confusion out of Home loan and Insurance?

Would your friends also value the services I provide?

$100 Prezzy Card for Every Referral

5g Perth Mint Gold coin on your 5th Referral

10g Perth Mint Gold Coin on your 10th Referral

*For every client who you refer to me that becomes a client and takes out insurance or Home Loan and stays with us for a minimum period of 2 years.

If you know someone who is

  • Thinking to buy their first home
  • Looking to refinance to get a better deal from another bank
  • Thinking of building/renovating/extending their existing home
  • Struggling to pay off the short term debts
  • Just Married
  • Had a baby recently
  • Received a promotion
  • Had changes in their business structure

Or, do you know someone

  • Has no relationship with their existing advisor?
  • Is uncertain of the insurances/mortgage they have in place

Simply send me an email to with their contact details and I will be in touch to discuss the next steps.

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