HOW WE HELP
Client Referral
Know Someone Who Could Benefit From Our Advice?
At Opus Wealth, we believe that great advice is worth sharing.
If you know someone—a friend, family member, colleague, or client—who could benefit from clear, personalised financial guidance, we’d love to help.
Just send an email to connect us. We will reach out and take it from there!
Your Referral Matters
Because Asking
Can be Hard
Research shows that people often hesitate to refer or ask for help because they worry it might be inconvenient or unwelcome. But the truth is: people want to help—and they feel good when they do.
By referring someone to Opus Wealth, you’re giving someone you care about the opportunity to feel more confident, more in control, and more supported in their financial journey.
Financial advice is most valuable during times of change. Here are some common life events that signal someone might benefit from speaking with us:
- Approaching retirement or considering early retirement
- Receiving an inheritance or windfall
- Selling a business or planning succession
- Starting a family or buying a home
- Navigating divorce or separation
- Just paid off the mortgage
- Experiencing a career change or income shift
- Reviewing aged care options for a loved one
- Wanting to get serious about building wealth
How it works
Making the
Introduction
Introduce Us
Simply send us an introductory email and CC the person you are referring.We Reach Out
We’ll contact them for a no-obligation conversation to understand their goals and how we can support them.They Decide
If they choose to work with us, we’ll take it from there—always with their best interests at heart. We will also keep you updated on how it went.
Thank You for Your Trust
Referrals are the highest compliment we can receive. We are grateful for your support and the opportunity to help more people live life on their terms.
