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Refer a friend

Know someone who'd benefit from a straight answer about their money?

If someone we've helped thinks a friend or family member could use the same kind of advice, that's the best compliment we get. Here's the easiest way to make the introduction.

Option 1

The simplest way. Forward this to them directly — no details needed from us, and they get in touch when they're ready.

Hey — I've been seeing Jarrad or Matt at Right Advice Wealth Management and it's been worth it. They do a free, no-obligation first chat if you want to talk through super, retirement or insurance. 0413 099 403 or support@rawm.com.au. Tell them [Your Name] sent you.

Paste it into a text, email or WhatsApp — however's easiest.

Option 2

If you've already spoken to them and they're happy for us to reach out first, tell us a little about it and we'll take it from there.

Let us know to expect them

If you've already spoken to them and they're happy for us to reach out first, tell us a little about it and we'll take it from there.

We'll have one conversation with them, explain exactly how we can help, and if we can't, we'll say so — same as we would with you.