Over many years many kind people have been saying nice things about us and referring their family, friends, colleagues and clients to us.
We have thanked you one on one each time you have sent someone to us, and now we do so in public.
Thank you Andrew, Ashley, Baz, Cameron (must be a great bloke with a name like that), Chris, Craig, Don, Esther, Greg, Harold, Jason, John, JK, Josh, Judy, Julian, Lionel, Margo, Matt, Mauro, Nathan, Paul, Pete, Peter, Ron, Sandra, Shane, Simon, Stephen, Timothy and William – hopefully there have been many direct and indirect beneficiaries of your kindness. (i will have unintentionally omitted important people for sure…luckily we’re just using pixels and not engraving anything…this time.)
We always welcome referrals. We’ll always do our best to look after the people that are sent to us. If we can’t help directly, we’ll try to find someone who can.
Referrals are a great thing. Referrals help connect people, transmit trust, solve problems and create value efficiently and quickly.
We believe referrals should always be:
- Natural, not transactional – we don’t believe in keeping score or receiving or paying commissions for referrals. It should always be about what is best for the client. Reciprocity will take care of it in the long run.
- Constructive, not disruptive – we don’t believe that any attempts should be made to disturb existing relationships that are functioning well. If nothing is broken, then leave it as it is. However if there are recurring communication, technical or delivery issues that have affected the confidence of the client, then it may be time for a change.
A referral network is an important part of any business. Our firm also makes many outbound referrals to related professionals such as lawyers, financial planners, insurance advisers and finance brokers, and to clients of the firm. This is about doing our best to match personalities, technical expertise and schedules so the referral works for everybody. It is important that advisers from diverse disciplines stay in close contact so that the client gets the best outcome.