Help others and get rewarded
Do you value having a trusted adviser who takes the jargon, stress and hassle out of financial advice? Would your friends and family value this too?
At Nautilus we go above and beyond to help our clients with their needs and believe referrals from satisfied clients are the best way to grow our business. If you think we can help any of your friends or family with their KiwiSaver, Investment, or Insurance needs then please get in touch.
You most likely know someone who recently experienced a life change such as:
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Changes in income or expenses
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Buying/selling a house or business or approaching retirement
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Kids arriving/leaving or a relationship beginning/ending
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Illness or accidents in the family
If someone you refer goes on to become an insurance or investment client with us and meets minimum criteria*, then we will give YOU a $150 Prezzy card to say thank you.
After your 5th successful referral we will give YOU a $500 Prezzy card to say thank you. After your 10th successful referral we will give YOU a $1,500 Travel voucher to say thank you.
Simply send an email to cameron@nautilus.net.nz with your friend or family member copied in and I’ll get in touch to offer our help.
*Minimum criteria of $100 monthly insurance premium or $75,000 initial investment. Referrals must be outside your own household to qualify. Qualifying criteria and referral program rewards may be changed at the sole discretion of Nautilus.
