Good advice is worth passing on

If we’ve helped you, chances are someone you know could use the same help. Introduce them to us, and when they become a client, you choose your thank-you: a $500 travel voucher for you, or $1,000 off their advice fee.

Know someone who'd value good advice?

Introduce them to us. When they become a client, you choose how we say thanks.

travel voucher for you

or

off your friend's advice fee

Pass your thank-you on to them.

No limit. Introduce as many friends and family as you like. You'll get a thank-you for every one who becomes a client, and each of them gets their discount too.

Four quick steps, under 4 minutes

  1. 1Follow usPodcast, Instagram, Facebook and LinkedIn
  2. 2Tell us how we can improveFour short questions
  3. 3Leave a Google reviewA few words in your own voice
  4. 4Introduce your friend or family memberWe write the email, you hit send

Your thank-you applies once your friend becomes a client. Steps 1 to 3 are optional and don't affect it.

Step 1Follow us

Money tips, market updates and the occasional behind-the-scenes look at the practice. Tap each one to follow.

Step 2Tell us how we can improve

Four short questions. Your answers go straight to our team.

How clear and easy to understand is the advice we give you?
1 = Not clear5 = Very clear
How easy is it to get hold of us when you need something?
1 = Very hard5 = Very easy

Answer at least one question before sending.

Step 3Leave a Google review

Write a few words in your own voice about what working with us has been like, whatever your experience has been.

  1. Write your review in the box below.
  2. Tap Copy and open Google.
  3. Choose your star rating on Google, paste your review and tap Post.

0 characters

Write your review first, or use the link below to go straight to Google.

Rather write it on Google? Leave us a Google review

Step 4Introduce your friend or family member

Fill this in and we'll write the introduction. It opens in your own email, so you can read it before it goes.

Your thank-you

Add your name so your friend knows who it's from.

Add your friend's first name.

Check the email address. It should look like name@example.com.

Your introduction

To:
Cc:
Subject:

How the offer works

    Who We Work With

    Our clients have a few things in common.

    • High-income earners and families who've built something worth protecting

    • Pre-retirees who want to retire on their terms, not the market's

    • Business owners navigating growth, succession, or exit

    • People who've received an inheritance or windfall and need a clear strategy

    • Retirees wanting to make their money last without living small

    READ OUR CLIENT STORIES