The Surf Coast Wealth Management Introduction & Referral Program!

Not long after the launch of Surf Coast Wealth Management, we introduced a referral program to thank our existing clients for recommending our services to their friends, family, colleagues, and associates. As a small business, we thrive on the referrals of our existing clients and like to show our appreciation to the clients who actively promote our service. 

As our business has grown to include a more diverse range of financial services, like budgeting, and cash flow management, so has the need to sufficiently thank clients for their endorsements.

Our initial rewards program began with a $150 bottle of wine, then evolved into a 12-month reduction in your Ongoing-Service-Fee. Well, earlier this year we sent out a survey, heard what respondents had to say and as of today… those programs are gone!


In order to adequately match our various service offerings with a successful referral, we will now send you a gift card from JB HiFi or Coles Myer when you successfully refer a client who takes up any of our services*.


You will receive a $20 gift card when you refer a client who completes our initial financial planning scoping session. A $30 gift card if your referral signs up to our cash flow & budgeting service. And if your recommendation to us results in a client who becomes a full-fledging financial planning client, you will receive a gift card of $150.


As always, we appreciate your continued support and endorsement of our services. It means a great deal to be thought of and regarded so highly.

If you would like to know more, please get in touch!

If you know someone who you think can benefit from our services, please send them to our website.

*For the purpose of this promotion, a couple is considered one client.

Daniel Twentyman B.Bus.(Eco) Dip.F.S.(FP) Financial Planner – Authorised Representative