Referral Rewards Program

How it works

If a Snowgum client refers someone to us for financial services and that person becomes a new client, we will reduce your next annual fee by 10%. Should you make multiple referrals, your next annual fee will reduce by 10% per new client referral.

For example, if your annual advice fee is $5,000, and you refer three people who become clients, your next annual fee will reduce by $1,500.

Professional referrals

We will not accept referral fees from professional advisers that we engage on our clients behalf.