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Refer a Friend

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Referral Policy

A referral from an existing client is our preferred way for a new client to find us. With so little independent information available, a referral from a friend or colleague makes the decision of finding an adviser so much easier. Just in case there was someone you knew who required our assistance in the future, you should be aware of our referral policy

• All referrals from clients are treated on a no-obligation basis. We welcome the opportunity to meet with any referrals, but there is no pressure placed on them to proceed any further than an initial meeting.
• We maintain strict confidentiality and privacy procedures between clients and any of their referrals. We cannot discuss either party's situation or disclose their decisions or objectives.
• We ask for a brief introduction to any client referral, to avoid any surprises or the feeling of a 'telemarketer'. We are often introduced to referrals over a coffee, via an email or phone call or at one of our seminars

Your Name * Phone Email Your relationship to Referral * Please select Friend Immediate Family Extended Family Employer/Employee Client Other

Your friends Name * Your friends Phone Your friends Email Have you discussed Elodus with your friend * Please select Yes No

Is there any other information you feel we should know