.png){kind=logo}
Receive a gift when you refer a friend, family or colleague
The greatest compliment we receive is when our clients trust us to look after their friends, family and colleagues.
How it works
1
Simply fill out the form below or introduce us via email. We’ll reach out to them for a brief, friendly chat to see how we can help.
2
We’ll invite them for a complimentary initial consultation and take the time to understand their goals, values, and the life they want to lead.
3
If they become a client, you’ll get to choose from a gift below as a thank you from us.
Referral form
Choose your gift
If your referral becomes a client, you’ll get to choose from the below gift options, as a thank you from our team.
Airbnb
Treat yourself to a weekend getaway, or a nice place to stay on your next holiday with a $250 voucher. There’s no rush to use this one, as Airbnb gift cards never expire.
Good Food
Enjoy fabulous food and wine at one or more of Australia’s best restaurants with a $250 voucher. There’s hundreds of participating restaurants to choose from. It’s valid for three years.
Endota Spa
Relax and rejuvenate with a massage, body treatment and or facial at Endota Spa with a $250 voucher. There’s more than 100 locations nationwide. It’s valid for three years.
Who is a good fit for Discover?
We work best with people who are looking for a long-term partnership and holistic advice. This often includes:
Professionals: Who are time-poor and need a 360° view of their financial life.
Business Owners: Seeking to balance their business success with personal wealth.
Pre-Retirees & Retirees: Looking to protect their lifestyle and make their income sustainable.
