REFERRAL PROGRAM

 

REFER AND EARN UP TO $3,000*

Do you know a friend, family member or even a work colleague who would benefit from the information and services we provide?

By simply completing the form below and being a part of our referral program, you could earn yourself $3,000*.

Referral Form

HOW IT WORKS

STEP 1

Complete the Referral Form and ensure the person you are referring is aware.

STEP 2

Wealth Managers Australia will contact the person you referred to set up a one-on-one meeting with one of our experienced finance consultants.

STEP 3

If the person you referred chooses to engage Wealth Managers Australia to set an investment strategy and property purchase, you receive $3,000* after settlement.

Terms & Conditions

Wealth Managers Australia (WMA) referral program is available to new and existing WMA clients who complete the referral form found here within. Person/s referred to us in the form must not be previous or existing WMA clients. Person/s referred will be invited to attend a one-on-one virtual meeting with a WMA finance Consultant.

If the person/s referred choose to go on and engage WMA and complete a property purchase Wealth Managers Australia will pay one payment of $3,000 to the person who completed the referral form. Payments will be made to the nominated bank account 7 days after settlement of the property purchase.