Client Centre

Referral Process

Do you know someone who needs sound financial advice?

Perhaps it’s your brother. Or your next-door neighbours. Or maybe it’s a friend at work who could use a financial planner. We’re here to help anyone in your life who’s ready for a brighter financial future.

So if you know someone who needs big picture financial planning, please consider telling them about YOU FIRST. Then send us their contact information and we’ll provide them with a free consultation.

Every time one of your friends or family members becomes a YOU FIRST client, your name is entered into our annual draw for a fabulous (and we mean fabulous!) dinner for four.

Needless to say, all referrals are treated with first-class service. We consider it the highest compliment when our clients refer friends and family.

We’re proud to say that more than 90% of our clients have come to us via referral. And for that, we thank you.