At Belford Wealth Management (BWM), we take referrals very seriously. This is because all of our clients come to us by referral.
For us, referrals save us time and money and keep our advice costs down.
For potential clients, it gives them a chance to understand our services by receiving a first hand review from you.
Who are we best placed to help?
BWM provides comprehensive financial advice in the areas of:
- Superannuation and retirement planning
- Investment portfolio management
- Life, income protection, trauma, total permanent disability insurances
- Estate planning
- Wealth creation
We are best placed to help:
- Business owners and professionals
- Young families
- Pre – retirees
- Anyone requiring licensed financial advice in the areas noted above.
Some of your friends, family or colleagues who fall into the above categories may be in need of financial advice if they are saying to you things like:
- I’m thinking about retiring
- I’ve never thought about retirement
- My wife’s a full time stay home mum
- My husband’s a full time stay home dad
- We’ve just bought an investment property
- We’re about to have another baby
- We don’t have any personal insurances
- We have a self managed super fund
- We’d like to start our own self managed super fund
- We don’t have a Financial Adviser
- I’m not happy with my current Financial Adviser
Our Referral Rewards Program
If you know someone who could benefit from our advice, send us an email at firstname.lastname@example.org, or, call us on (03) 9886 6799 to discuss in more detail. If you provide us with a referral who becomes a client of BWM, we will share our marketing savings with a rewards gift voucher from a range of businesses.
Our Referral Rewards are very transparent and we look forward to giving them out:
- A portfolio management client referred – receives a $300 rewards voucher
- All other clients referred – receive a $150 rewards voucher