Client Referral Promotion

Any referral that becomes a client will be rewarded
with a $200 Coles/Myer Gift Voucher on completion.

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Firstly, we would like to thank you for being a valued client of Southern Advisory.  If your circumstances change please be sure to update us so that your financial plan stays relevant and your family is protected.

Being a small business, it is important that we offer the best possible service to our clients. If you have had a positive experience or if there is something that you think we could improve please let us know so that we can better help our clients in the future.
 
A large part of our sustainability at Southern Advisory relies on a regular stream of word of mouth referrals. This is often a brother, sister, cousin or friend that may be in a similar position as you were before we completed your financial plan. 

Southern Advisory is running a Client Referral Promotion offering a $200 Coles/Myer Gift Voucher to any client who refers someone to our business in the next few months.

To register for the program please email the following details to [email protected]:

• Client name
• Referral name
• Referral contact details
• Relationship to the client (e.g. relative, friend etc)

Thank you for your support and if you have any questions please feel free to contact us on 02 9524 6711.