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?
You most likely know someone who recently experienced a life change such as:
Changes in income or expenses
Buying/selling a house or business or approaching retirement
Kids arriving/leaving or a relationship beginning/ending
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.