Loyalty and Referral Rewards


loyalty program and referral REwards

For Family Members of clients with any of our Wise Owl Model Portfolios, we will rebate $1,000 against Statement of Advice Fees that would normally be applicable.

All clients with a Wise Owl Model Portfolios are entitled to the Wealth Report, complimentary, if adopted within the next twelve months and able to be used by their Wise Owl Financial Adviser to manage their changing circumstances.

Existing clients converting to our Wise Owl Model Portfolios within the next twelve months will receive a full rebate of our Statement of Advice and implementation costs.

We are also offering a Referral Fee rebate of $550 for any client referred by an existing client or referring partner. The rebate will be given to the client who is receiving the new advice.

Enter in your referral

OUR LOYALTY PROGRAM & REFERRAL REWARDS

Contact us to learn more about our referral program