Mortgages. Insurance. KiwiSaver.

Refer a Friend & Get Rewarded!

At Threefold, we love helping our clients achieve great results through smart financial decisions.

If you’ve had a positive experience with us, the best compliment you can give is to recommend us to someone you know. Simply fill out the form below, and we’ll reach out to your friend directly.

As a thank-you, we’ll send you a $150 Prezzy Card when your referral becomes a client.

And if your referral leads to more than $500,000 in mortgage lending, we’ll increase your reward to a $500 Prezzy Card – our way of showing our appreciation for your trust in us.*

Refer A Friend

Fill in the form below to refer a friend

Refer A Friend (#15)

Your First Name

Your Last Name

Your Email

Your Phone Number

Friend's First Name

Friend's Last Name

Friend's Email Address

Friend's Phone Number

Please contact my friend about:

Mortgages

Personal Insurance (medical, life, income protection etc)

KiwiSaver

Home & Contents Insurance

Business Insurance

Is there a particular adviser you would like to recommend?

Are you a current client of Threefold?

Yes

Message

I have permission to share my friend's name and contact details.

* Click here to view terms & conditions.

How it Works...

1. Tell a friend, family member or colleague about Threefold.

2. Complete the referral form above with both your details and theirs.

3. A Threefold adviser will get in touch with your referral to provide free, expert advice tailored to their goals.

4. If the person you refer goes on to become our client, you’ll receive a $150 Prezzy Card as a thank you when they:
- Settle a mortgage with Threefold
- Take out a new personal or general insurance policy, or
- Appoint us as their KiwiSaver adviser

If your referral settles a mortgage of $500,000 or more, your reward will increase to a $500 Prezzy Card as our way of saying thank you for putting your trust in us.

Your friend benefits too, as they will receive smart, personalised advice at no cost to them.

It’s that simple.

Refer a Friend & Get Rewarded!

Refer A Friend

Fill in the form below to refer a friend

How it Works...

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