Referrals are the greatest compliment a business can receive and we know how hard it can be to put your reputation on the line by referring someone, and we would like to thank you for that.
If you know of someone who you think needs help with their retirement planning, superannuation, insurance or investments, suggest to them that they should speak to one of our advisers by calling our office on (07) 5574 0667.
All they need to do is come in for an initial meeting to discuss their financial and lifestyle goals, we will then research the best options to help them to get on the right track and if they choose to accept our advice (and become a client of Wahlstrom Financial Services) we will send to you a $100 eftpos card!
For further information please watch our video our contact your adviser.
Wahlstrom Financial Services Pty Ltd, ABN 43 078 015 988, is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 an Australian Financial Services Licensee number 244252. Millennium3 Financial Services Pty Ltd and Wahlstrom Financial Services Pty Ltd are not responsible for the advice given regarding lending. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement. The views and opinions expressed within this letter are those of the author and do not necessarily reflect those of Millennium3 Financial Services Pty Ltd.