Referrals

JUST REFER FOUR

Of your friends/relatives and our services for a whole year comes free for you!

What do you get?

  • A discount of 25% for each fee-paying customer that you refer
  • A whole year’s service free when you refer four customers
  • The goodwill of your friends and family!

What do they get?

  • A superior investing experience
  • Customized, ethical advise that is just right for them
  • The ability to meet life goals-be it a comfortable retirement, a dream home or funding children’s education
*Referrals need to sign up for any of our paid services-DreamPlanner, Rejuve, Folio or Star-T.