Help us help others
At Partners Wealth Group a large measure of our success comes from happy clients referring our services to their family and friends.
If you've had a good experience please spread the word
A referral is the ultimate measure of client satisfaction and the greatest compliment a client can give us, as it is a testament to the quality of service that we have provided and the trust that has been built. Referrals enable us to grow our business by introducing us to like-minded individuals and families so that we can help them to secure their financial future.
If you have had a good experience with us, we would greatly appreciate you introducing us to any family or friends that you think may benefit from our services. There are many reasons why someone may benefit from our services, such as:
- A major life event such as a divorce
- A transfer of wealth or an inheritance
- Planning for retirement
- Help with investments
- Access to wholesale investments
- Setting up a self-managed super fund
- Assistance navigating aged care
How to make a referral
An easy way to refer is to send an introductory email to your advisor, with a cc to the person you are referring. The advisor can then reach out directly from there.
Alternatively please direct your contact to our get in touch form or speak to your advisor who will be very happy to assist.