Referrals

Interested in recommending a prospective client to Practical Wealth Managers?

In the realm of business, there is no greater compliment than a referral. At Practical Wealth Managers, we take immense pride when a colleague from the professional community directs a longstanding client to our financial planning services.

Our current stream of referrals emanates from diverse professionals, ranging from accountants and lawyers to mortgage brokers and institutional advice firms.

If your introduction to us comes through a professional referral, you may consider granting them permission to share pertinent information that could aid us in offering tailored advice. This includes your personal details, streamlining the process for you. This way, our initial interactions can delve deeper into understanding your priorities and expectations regarding our financial planning services.

We extend a warm welcome to you as a referred client of our firm and anticipate the opportunity to meet with you soon.

Practical Wealth Managers Pty Ltd ACN 16 674 089 608 is a Corporate Authorised Representative of Capital Financial Planning WA Pty Ltd AFS License 523344.

Unless specifically indicated any information in this email does not take into account any of your personal objectives, financial situation and needs. It is as intended, to be of a general nature only and NOT a recommendation to you. We will only make recommendations within an advice document. You should consider whether the information is appropriate to your needs, and where appropriate, seek personal advice from a financial adviser.

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