If you know someone who could benefit from reviewing their KiwiSaver account, Insurances, Home loan or Investments, a simple financial check in can help ensure they are in a great place.
As a thank you, both of you will go into the monthly draw to win* a $50 Prezzy Card each.
What happens next
- Complete the form below.
- We contact your friend or family member at a time that suits them.
- We listen first and understand what they are looking to achieve.
- You and your referral are both entered into the monthly $50 Prezzy Card draw. *Terms and conditions apply.
Refer a friend form
"*" indicates required fields
We respect your relationship and your privacy. By referring someone to us, you confirm that you have their consent to share their personal information. There is no obligation and no pressure. We will simply reach out, let them know you have referred them, and offer a conversation to see how we can help. Your friend will always be in control of whether they proceed, and there is no obligation to take advice.