Refer a friend
Know someone who needs a straight answer? Send them our way.
Most of the people we look after came to us because someone they trust made an introduction. If a friend, family member or colleague is carrying a money question around with them, we’d be glad to help.
Why introductions matter
Good financial advice can change the course of a person’s life. An introduction from someone they trust is often what gets them to finally make the call.
Sound familiar?
You probably already know who needs this.
It’s usually the person who mentions the same worry every time you catch up.
The business owner with no exit plan
The business is worth plenty. Their super and personal wealth are an afterthought, and the sale or handover is “a few years away” every year. Advice for business owners
The couple five years out
They keep asking each other whether they’ve got enough to retire, and nobody has run the numbers properly. Retirement planning
The one with a lump sum
An inheritance, a redundancy, a property sale or an insurance payout, sitting in the bank while they work out what to do.
The friend going through a change
Separation, a death in the family, a health scare. Big decisions arriving at the worst possible time. Advice after separation
What your friend gets
A proper conversation, then a clear next step.
We treat every introduction the way we’d want our own family treated: with time, honesty and no pressure.
A complimentary strategy session with Andre
A genuine working session with Andre, our Principal Adviser. In person in Melbourne or on the Gold Coast, or by phone or Teams. We look at where they are now, where they want to be and what’s getting in the way.
A clear written action list
They leave with a short, plain-English list of the issues worth acting on and the order to tackle them in. Theirs to keep, whatever they decide.
No obligation, no pressure
If advice isn’t worth paying for in their situation, we’ll tell them. If it is, they get a written scope and fixed fee before any work starts. No hard sell, no follow-up barrage.
How referring works
Three steps. Two minutes of your time.
Ask them first
Mention us and check your friend is happy for us to get in touch. We never contact anyone who hasn’t agreed.
Send us their details
Use the form below, or simply pass on our number (1300 459 101) and ask them to mention your name.
We look after them
We call to arrange a time that suits them. With your friend’s permission, we’ll let you know we’ve been in touch and looked after them.
What your friend tells us stays confidential. We won’t share the details of their situation with you, and we won’t share yours with them beyond the fact that you introduced us.
Why clients refer us
People pass on what made a difference to them.
- Straight answers. We tell people what we’d do and why, including when the answer is “nothing yet”.
- The whole picture in one room. Super, tax, structures, debt, insurance and estate planning considered together, not in silos.
- A team that coordinates. We work alongside your accountant and lawyer, and introduce trusted specialists where they’re needed.
- Fees agreed upfront. A written scope and a fixed fee before work begins, so there are no surprises.
- We stick around. Plans get reviewed and adjusted as life changes. We don’t advise and run.
A note from Andre
The team at WE. is truly grateful when you introduce us to someone important to you. I know you don’t refer people for anything in return. You do it because you think we can help. We take that seriously, and anyone you send our way will get the same care, attention and honesty you’ve come to expect from us.
Andre Dirckze
Introduce us
Make a referral.
Fill in what you know. A phone number or email for your friend is enough for us to get started.
We use these details only to contact your friend about our services. See our important information and privacy statement.
Questions
Before you refer.
Will you tell my friend I referred them?
Yes, if you’re happy for us to. It usually helps, because they know the call is expected. If you’d rather stay in the background, say so in the form.
Will you tell me about my friend’s finances?
No. Everything your friend discusses with us is confidential. With their permission, we’ll simply let you know we’ve been in touch and looked after them.
Does my friend have to become a client?
Not at all. The strategy session and action list are theirs to keep. Plenty of people take the list and act on it themselves or with their accountant.
What if my friend lives interstate?
That’s fine. We have offices in Melbourne and on the Gold Coast and work with clients all over Australia by phone and Teams.
What’s in it for me?
Our sincere thanks, and the knowledge that someone you care about is being looked after properly.
WE. Insights
Worth sharing.
Not ready to introduce someone yet? Our latest articles are an easy way to start the conversation.
Rather make the introduction yourself?
Send them straight to Andre.
Your friend can book a free 15 minute chat directly, or call us and mention your name.
General advice only. This page does not take into account your objectives, financial situation or needs, so consider whether it is appropriate for you and read our Financial Services Guide before acting. Wealth Effect Group (CAR 424768) and Andre Dirckze (AR 395157) are Authorised Representatives of Boston Reed Pty Ltd, ABN 89 091 004 885, AFSL 225738. Accounting and tax services are provided by Altiora Advisory, not by Wealth Effect Group. See our important information.