Refer a Friend

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Refer a Friend & Receive $250

We want to share our personable, professional and local expertise with more people in 2018, and if you refer a family member or friend, you could be $250 richer for it – and you can do it all sitting down!

For every friend who agrees to arrange their mortgage and/or insurance with us, you’ll get $250! Please complete the form below.

Fill out my online form.

*Terms & Conditions of the referral fee offer:

  • Must be 18 yrs old & a New Zealand resident
  • The referred customer / eligible referral should not be an existing customer of PFSL
  • Offer valid on new applications submitted with PFSL on/or after 10th January 2018 and on/or before 31st March 2018. It is not applicable on existing or past applications with PFSL
  • Minimum loan amount of $250,000
  • Insurance is for Personal Insurance only at a minimum premium of $1000 a year.
  • The customer should identify you as a referee;
  • The sum is payable after they draw down their mortgage or after the insurance policy is issued;
  • The mortgage or insurance policy must be continued for a period of 2 years.
  • Referral fee is limited to a maximum of NZ$250 per referred customer / eligible referral;
  • Maximum of one person can get the referral fee for one referred customer / eligible referral;
  • The decision of Professional Financial Solutions Limited to determine your eligibility for getting this referral fee is final and binding.
  • Employees of PFSL are not eligible for this offer.