Make a Referral

Mandatory Fields are at least one contact number, occupation, first name, surname.

Beresfords values each client and understands that the greatest compliment you can give is to ensure those you care about are also looked after with as much care as Beresfords has given you. If you know someone who would love the assistance of Beresfords, please talk to an adviser personally by calling 1800 688 688 or complete the form below for them:

Your details		Please contact
First Name		First Name
Surname		Surname
Company		Company
Occupation		Occupation
Corporate Title		Corporate Title
Work Number		Work Number
Home Number		Home Number
Mobile		Mobile
Email		Email
		Relationship

I believe they would like a free, no obligation appointment to talk about:

Estate Planning	Business Succession Strategies	Investment Strategies
Budgeting	Risk Management	Trusts
Business/Asset Structures	Purchase of Business	Retirement Planning
Taxation Strategies	Sale of Business	Re-financing or Obtaining a loan
Asset Protection Strategies	Superannuation	Salary Packaging

Any other comments or notes:

I would also like to attend the appointment: Yes No