Your referrals make our business great!

The highest compliment or thanks we receive is a referral from our valued clients of a friend, co-worker or family member.

Our business continues to grow and be successful because of referrals and we thank you for your thoughtfulness in the passing of their name.

We love to help others, and we’ve been doing so for more than 20 years, so please don’t hesitate to send folks our way that you genuinely believe could benefit from meeting us.

We promise to give them the same superior service and we will always maintain their privacy as well as yours.

As a thank you we’ve introduced the CustodianVIP Rewards & Recognition and we want to ensure that you benefit as well.

Great clients like you are a pleasure to work with, and your referrals make it even more enjoyable. Each referral we receive is a testament that we are accomplishing our mission to help educate Australians on establishing a financially secure future for themselves and their family.

If you would like to know more about the options to refer to us and the reward and recognition available then please contact us today.

Don’t forget… your referrals make our business great!

Would you like to receive more information
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