WHO WE ARE
"We are proud referral partners of our esteemed financial planning, accounting and real estate practises"
We take immense satisfaction in being able to connect hundreds and thousands of clients who are seeking assistance around their finances to the appropriate professional with the cost and expertise that you are looking for. We take the hard yards of screening the professionals, their business, and their value proposition and only once we determine that these professionals are of high standards we take them on board to refer to our huge database of clients for assistance.
Our consultants are service oriented, friendly and helpful individuals who take the time to listen to and understand our clients unique needs and discuss your options. After careful understanding and assessment they would refer you to the most appropriate professional you would need.
We give you the control of feedback and if at all there are any unsatisfactory behaviours from professionals, we will disqualify those professionals from our platform. We adopt very high filters when we bring them on board in the first place.
We pride ourselves in taking care of our service to you and this will always be delivered to highest standards.
"Never ever, ever, since we have been with Refer Financial Help, have I ever gone to bed worrying about money. You take care of our affairs fully – thank you!”
"Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Refer Financial had this and more. their dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes"
“Refer Financial Help delivers truly professional financial planning services and put their clients’ interests first – I’d happily recommend her to anyone wanting a holistic personalised service ”