Invite Your Friends... & Save!

$35 gift card if they book and a $250 gift card if they become a client...

When You Refer A Friend!

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To be eligible for the referral program, you must be a current Wealth Wise Planning client. That is, you must have utilised our services in the past 12 months.
The client referred to Wealth Wise Planning must be a business client. A business client is a person or entity that requires the completion of financial statements.
The new client that you refer must be new to Wealth Wise Planning. That is, they are not already in our system and we have had no previous contact with them.
The referral reward can not be exchanged for cash.
The current client will only receive the additional reward once the referred business client has engaged our services by signing our engagement letter.
Wealth Wise reserves the right to change or cancel the client referral program at any given time. Any decision made by Wealth Wise Planning is final.

When they do, you'll get $35 gift card if they book and a $250 gift card if they become a client

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$35 gift card if they book and a $250 gift card if they become a client

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