Your clients trust you with their financial future. Let them share that trust with their network.
🇦🇺 Australian owned & operated
High cost of acquiring new clients?
Clients happy but not actively referring?
Competing with robo-advisors and banks?
Turn your happy customers into your most effective marketing channel
Build a referral network of your best clients
Offer fee credits, reviews, or premium gifts
New parents, retirees—they all know others in same stage
See which referrers bring high-value clients
Customise rewards to suit your business
$50k+
Lifetime value of a referred client
"One referral can be worth $50k+ in lifetime value. It makes sense to reward it."
James F.
Financial Planner
ReferSuite gives each customer a unique referral link. When someone signs up through it, we track it automatically and remind you to reward them.
Free until your first 3 conversions. Then from $49/month. Cancel anytime.
Yes! 100% Australian owned and operated with local support.
Anything you like! Popular: $500 fee credit, Annual review included.
Join Australian businesses using ReferSuite to turn customers into advocates.
Free until 3 conversions • Cancel anytime