Partnership Program
Refer & Earn with Verdant Wealth
Help Your Clients Achieve Their Financial Goals While You Earn Rewards — from Immediate Payments to Long-Term Equity
A quick & easy way to increase revenue and provide exceptional value to your clients
Join our partner program to earn revenue or gain equity when you refer clients who could benefit from financial advice, helping them achieve their financial goals.
As a client-focused Australian financial planning business, we guide business owners and families toward financial security. Our referral program rewards your introductions while empowering clients with tailored strategies and support.
Let’s collaborate to create a win-win-win situation.
This unique opportunity is available to a limited number of partners.
Request a consult or fill out our contact form to learn more about our partner program today.
It’s not just about revenue—it's about delivering exceptional value to your clients. With the right financial advice, you enhance their experience and help them achieve their goals.
How It Works
- Refer Your Clients — Introduce your clients to Verdant Wealth through a quick and seamless referral process.
- We'll Take Care of the Rest — Our expert advisers work closely with each referral to provide personalised financial solutions.
- Earn and Grow — Receive your referral rewards with the potential to build ongoing revenue and even equity in the client-book-value.
Benefits of Our Referral Prorgam
Give Your Clients More Value
By referring clients, you connect them with expert financial advice that enhances their security, builds wealth, and provides peace of mind.
Earn Upfront Revenue
Gain instant rewards for every successful referral, providing you with a quick return on your partnership efforts.
Earn Ongoing Revenue
Enjoy a share in ongoing rewards for each referred client, creating a steady income stream as they continue to benefit from our services.
Build Equity In Your Referrrals
Maintain a stake in the value of your referred clients, allowing you to benefit from their long-term growth and relationship with us.
Join Our Network
Ready to start earning while helping clients achieve financial security? Join our referral program today and become part of a network dedicated to building long-lasting financial success.
Together, we can achieve great things. Your referrals help us create a community of financially secure families and businesses.
Frequently Asked Questions
No, joining is completely free. This partnership is mutually beneficial, with no costs involved to become a referral partner.
Referral rewards are based on the fee arrangement you select. We offer three options: Upfront, Ongoing, or Equity. Once an agreement is in place, we will formalize it with a signed contract.
Simply introduce us and share their contact details—our team will take it from there. We can provide email templates and training to make introductions easy.
No, there’s no limit! The more people you refer, the more revenue you can earn. As a growing business, we’re prepared to scale and meet demand, so feel free to spread the word to friends, family, and business associates.
Our referral program is ongoing, with no expiration date. The contract will include a clause that allows either party to end the agreement if needed.
We offer training and resources to help you identify who might benefit from financial advice and how to make effective referrals.
Our Upfront Partner Program is open to accountants who share our commitment to putting clients’ best interests first. After a brief trial period with successful referrals, you’ll gain access to our Ongoing and Equity Programs.
Join The Program
Submit your details and we’ll be in touch shortly.
Get in Touch
- 138 Juliette Street, Greenslopes, 4120
- (07) 3085 4321
- admin@verdantwealth.com.au
License Information:
Verdant Wealth Pty Ltd t/a Verdant Wealth ABN (31 672 727 623) is a Corporate Authorised Representative (1307207) authorised through Cobalt Advisers Pty Ltd ABN (64 628 654 099) who is an Australian Financial Services Licensee 512550.
General Advice Warning:
Information contained on this website is of a general nature only. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances.We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document.Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document.
