Refer a friend

Good things are meant to be shared, yet research reveals that only 28% of Kiwis accessed professional financial advice last year.

At a time of economic volatility and rising living costs, those who seek guidance are significantly better off, not just financially, but with the confidence and peace of mind that comes from being truly “sorted.”

Refer a friend or family member for a review of their KiwiSaver, insurances or home loan and share the benefits of professional advice so they can also achieve their financial goals.

Both of you will go into the monthly draw to win* a $50 Prezzy Card each.

There’s no limit to how many people you can refer. The more you share, the more chances you have in winning a $50 Prezzy Card.

How to Refer a Friend

Tell a friend or family member how Apex Advice has helped you, and get their consent to share their details with us.
Complete the form below with both your details and theirs.
We’ll reach out to your referral for a discovery chat.
Once your friend completes a no-pressure, no-obligation review with us, both of you will be entered into the monthly draw to win a $50 Prezzy Card each. *Terms and conditions  apply.

Refer a friend form

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Your details

Please fill your details as a referrer below.

Name

First name * Last name *

Email address*

Phone number*

Are you an existing Apex Advice client?*

Who is your current adviser?

Your friends details

Please fill your friend/family members contact details below.

Name

First name * Last name *

Email address*

Phone number*

What is your relationship to the person you are referring?*

How can we help them?*

Personal Insurance

Home Loans

KiwiSaver

Personal Investment

Business Insurance

Business Lending

Business Investment

Office location (if applicable)

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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.