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.
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:
- CC us into an email to your friend: email@example.com
- If they sign up, we’ll make sure you get the reward for the referral.