Mortgages. Insurance. KiwiSaver.

Refer a Friend & Get Rewarded!

At Threefold, we specialise in mortgages, insurance and KiwiSaver advice – but more than that, we’re passionate about helping our clients achieve exceptional results through smart financial decisions.

If you’ve had a great experience with us, the highest compliment you can give us is to refer us to someone you know. Plus, to say thank you and because we know your time is valuable, we’d love to give you a $150 Prezzy card for every new person you introduce who becomes a Threefold client.*

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

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. Fill in the referral form above with both your details and theirs.
3. A Threefold adviser will reach out to your referral and provide free, expert advice tailored to their needs.
4. If they go on to:
- Settle a mortgage with Threefold,
- Take out a new personal or general insurance policy, or
- Appoints us as their KiwiSaver adviser,
you’ll receive a $150 Prezzy card as a thank you for providing the referral.

Plus... Your friend wins too as they’ll get access to smart, personalised advice at no cost to them.

It’s that simple.

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Refer a Friend & Get Rewarded!

Refer A Friend

Fill in the form below to refer a friend

How it Works...

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