Refer Us

Who else can you help?

The financial world can be complex and confusing. Professional advice is essential to provide clarity and to achieve financial security. So how do your friends find this advice to create the lifestyle and wealth they desire?

A bank salesperson? A newspaper advert? A Google search?
Fact: 84% of new clients find their financial planner via a referral.

The best way your friends and family can learn about a financial planner is to talk to existing clients – clients just like you. That's why we are a referral based business.

At Rodney Gibson Financial Services, we find referrals occur because an existing client recognised a financial need that we could help someone with. In many instances, their friend didn’t even realise a financial planner could assist them! Perhaps you already know someone in the following situations, or may hear them mention it in the future...

• Talking retirement
• In their 50's, still working but looking forward to retirement
• Might be worried about maintaining lifestyle in retirement
• Have mentioned Centrelink or Seniors Card eligibility
• Concerned about returns or limitations of industry superfunds


• Ready to grow
• Established in career or family and planning for the future
• Could be a business owner or family business
• May have many commitments – mortgage, schools, car, careers
• Talk about diversifying investments away from property


• Want to start
• Wants to start investing but wary of shares
• May work hard but complain they "can't get ahead"
• Could be saving for a financial goal – wedding, home, travel
• Sometimes have changing circumstances – marriage, children

If someone does come to mind, please contact us on 07 3252 9990 to see if we might be the right solution for them or complete the form below. Please view our Referral Policy which ensures confidentiality and no obligations or expectations. As a courtesy, we ask for a brief introduction to anyone you refer to us.

Referral Form

To refer a friend, colleague or family member, simply fill in the form below and click "submit" (*=mandatory field)