We’d love to meet your friends

We’d love to meet your friends

We love our clients… We love hearing their stories, solving their problems, and watching them grow.
And we love meeting their friends and family too!

Refer a friend or family member to Wallis-Smith Financial, and we’ll shout you a $200 David Jones shopping spree when they become a client – plus we’ll give them a $200 discount.

How Wallis-Smith Rewards works

It’s likely that you know someone who, just like you, could benefit from our advice – they may be starting to plan for the future, thinking about their retirement, needing an expert opinion on a technical matter, or simply looking for a second opinion.

We’d be happy to have a chat with them – an obligation free review of their situation at no cost. And if we think they are on track, we’ll gladly tell them so. But if we believe we could make some improvements, we’ll explain why, and offer to prepare a financial plan.

Then, if they choose to become a client of Wallis-Smith Financial (via an Ongoing Service Agreement), we will happily rewaLookout meerkatrd both of you – a $200 David Jones voucher for you, and for them, a $200 discount off the cost of implementing their financial plan.

How do I refer someone?

Simply invite your friend to contact us – through our website, email, or they can give our office a call.

When they get in touch to arrange an obligation free review, we’ll ask who referred them.