Referral Policy

                       
We are proud to have been able to help many friends, family member and work colleagues of existing clients. To ensure we treat every referral in a professional and consistent manner, we have developed a referral policy.

To download a copy of our referral policy click here.
 

If you are aware of someone who you think might be in need of a new accountant or financial planner, we would be happy to provide them with an obligation free discussion.

Simply have them give us a call on 02 4304 8888.

We will provide them with the assistance and right advice they need to help build and protect their business and financial wealth.
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A word from our clients...

"The overall process of implementing the staff surveys was stress free, quick and easy. The report forms were easy to interpret and comprehensive. I would recommend this process for any company. This has been a valuable tool for our HR team. Thank you."

Bridie Gloag
Wahlstrom Consultants

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