How it works
Your association will receive a contribution from CM Financial Advisers if a person affiliated with the association becomes a client of CM Financial Advisers. They must mention that they have come to CM Financial Advisers through the referral program.
The referral sponsorship amounts are:
- Mortgage/Lending $100*
- KiwiSaver and Investments $50
- Personal Risk Insurance (Life, Health, Disability) $100
- Bonus – refer 10 new clients to Cole Murray $250
Donations will be paid quarterly.
* minimum $250K of lending
Benefits of a referral program over traditional sponsorship
Investing in your association
What you choose to spend this sponsorship on is entirely up to you. You might buy new equipment, upgrade facilities, or support less fortunate people in your community.
Incentivises member involvement
Members are actively engaged in helping the association by sharing referrals, creating a sense of contribution and teamwork.
Scalable over time
As the association grows, the referral program scales naturally, increasing potential earnings.
Transparent and measurable impact
The association can track exactly how much it has earned through the program.