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Referral Program

A reward for your help

Your referrals are important to us so a reward is in order

Do you have family, friends or colleagues who would benefit from some financial planning help?

Help us help them find the best way to attain their financial objectives and reward yourself in the process

How it works?

$35 gift card

If you refer someone and they book an inital appointment with us, you will recieve a $35 gift card.

A $250 gift card

If the referred person become a client! This is our 'thank you' for your help.

Referral Form

Refer a friend or family member with the form below, it's quick and easy!

Details of the person you would like to refer

Your Information

Terms and Conditions for Referral Program
  • To be eligible for the referral program, you must be a current Wealth Wise Planning client. That is, you must have utilised our services in the past 12 months.
  • The client referred to Wealth Wise Planning must be a business client. A business client is a person or entity that requires the completion of financial statements.
  • The new client that you refer must be new to Wealth Wise Planning. That is, they are not already in our system and we have had no previous contact with them.
  • The referral reward can not be exchanged for cash.
  • The current client will only receive the additional reward once the referred business client has engaged our services by signing our engagement letter.
  • Wealth Wise reserves the right to change or cancel the client referral program at any given time. Any decision made by Wealth Wise Planning is final.

This website is published by Catherine Rademeyer (AR No 411137) of Wealthwise Planning Pty Ltd trading as Future Wealth Planners (WA) (CAR No 1284232), an authorised representative of Wealth Today Pty Ltd, AFSL 340289.

The information contained in this website and any of the resources available through it, including eBooks, fact sheets and seminars (‘Content’), has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into account in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors. You should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of Catherine Rademeyer (AR No 411137) of Wealthwise Planning Pty Ltd TA Future Wealth Planners (WA) (CAR No 1284232) an authorised representative of Wealth Today Pty Ltd, AFSL 340289, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This content is restricted to Australian residents and is for the intended recipient only. From time to time, representatives or associates may hold an interest in or transact in companies or products mentioned herein and may receive fees or other benefits in connection with the making of any recommendation or facilitating a transaction in such companies or products.

© Copyright 2025 Cathy Rademeyer. All Rights Reserved.

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