Client recommendation scheme

It feels good to give back. That’s why we’re delighted to have an established client recommendation scheme, to help raise funds for two great charities: The Children’s Trust in the UK and Beyond Blue in Australia. Find out more about our fundraising initiative.

How does the client recommendation scheme work?

As a business built on word of mouth recommendations from existing clients, we will donate £50 or $100 for every person you recommend to us during the campaign.

Who should you recommend to us?

We specialise in working with British people who have emigrated to Australia and Australians who have emigrated to the UK. If you have friends, family or work colleagues who have moved between the two countries we can help them with a wide range of issues from financial planning to retirement, investments to tax planning.

How to recommend someone

If you know someone who you believe would benefit from our help, please get their permission and then introduce them to us by passing their name and contact details by email or phone.

About our chosen charities

  • The Children’s Trust is the UK’s leading charity for children with brain injury. Its aim is that all children with brain injury and neurodisability have the opportunity to live the best life possible.
  • Beyond Blue promotes good mental health. It creates change to protect everyone’s mental health and improves the lives of individuals, families and communities affected by anxiety, depression and suicide.