Refer a friend

Do your friends and family a favour, refer them to Mango Wealth Creation before we reach capacity. As you know Mango is about providing quality advice and a high level of service, for that reason we set a ceiling on the number of clients we can service.  Once we reach the limit we will no longer accept new clients.

How the referral process works

When you refer to us we request you provide us your details as well as your friends or family contact details. We then contact you first and ask you a little about your friend or family member to ensure they will be a good fit for our business and us a good fit for them. If we both agree, with your permission, we will then contact them for an initial appointment.

The appointment

As you would know the first appointment is at no cost and there is never any pressure on them to proceed.

Our Guarantee

We guarantee we will look after any referral you send through to us, as we have looked after you.

Rewards

We thank you in advance for the referral and for every successful referral, we will provide both you and the referral with two movie tickets to show our appreciation.

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The Warren Robinson Family Trust trading as Mango Wealth Creation provides Financial Planning Advice as a Corporate Authorised Representative (346128) of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665 Registered Office: Level 9, 750 Collins Street, Docklands, GPO Box 2830AA, Melbourne VIC 3000
The advice contained herein does not take into account any persons particular objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product persons should assess whether the advice is appropriate to their objectives, needs or financial situation. Persons may wish to make this assessment themselves or seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Persons doing so, do so at their own risk. Before acquiring a financial product a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.