Our Referral Policy

A referral from an existing client is the preferred way for a new client to learn about our wide ranging services. With so little independent information available, a referral from a friend or colleague makes the decision of finding the right adviser so much easier. 

We understand that referring family or friends can be a significant decision and as a result we treat each referral very seriously. In the event there was someone you knew who required our assistance in the future we would like to make you aware of our Referral Policy.

All client referrals are treated on a no-obligation basis. We welcome the opportunity to meet with anyone who may benefit from our services, however there is no obligation placed on them to proceed any further than an initial meeting.

We maintain strict confidentiality and Privacy Policy procedures between clients and any of their referrals. We cannot discuss either party’s situation or disclosure their decisions or objectives.

To assist in making your referrals comfortable with the initial contact, we ask for a brief introduction to any client referral to avoid any surprises or the feeling of a “tele-marketer”. We are often introduced to referrals over a coffee, via an e-mail, phone call or at one of our seminars.