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Refer a Friend

Get rewarded when you refer a friend to become an SME Financial client.

Refer a friend and be rewarded

Many of our best customers have found SME through referrals from other clients. We know how valuable your recommendation is – and we want you to be rewarded.
Refer a Friend to SME Financial

A credit on your fees – or build your business

Free one-on-one session: Building a more valuable business

Get a FREE 90-minute, one-one session with Geoff Hamilton. Your personalised ‘Building a more valuable business’ session is valued at $750, available for your first referral of a new client whose fees are valued at $5000 or more. You will also get a credit against your fees valued at 5% of the referral fees.

Get a credit against your fees

The first time you refer a new client with annual fees below $5000, get a credit of 5% of their annual fees against your own fees.

How to refer a new client

Know someone looking for a new accountant?

It’s just two steps:
  1. CC us into an email to your friend:
  2. If they sign up, we’ll make sure you get the reward for the referral.
It’s as simple as that – we look forward to hearing from you. Find out more about why your friends should switch to us.
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