Refer a friend

Do your friends and family a favour, refer them to True Financial before we reach capacity. As you know True Financial 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 a friend 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.