1. Who else could benefit from our services?
Saracens helps many friends, family and work colleagues of existing clients with their personal financial
planning. What better way for someone to find their planner than via a referral from a trusted friend. Are you
leaving your friends to take random luck with a Google search OR worse a ‘Bank Planner’?
Similar life stage
 Family, friends or work colleagues who are in a similar situation as you
 May have similar concerns as you and benefit from our advice
Are talking about retirement
 ‘Empty Nesters’ with adult children. May be considering travel or ‘sea change’
 Talking about winding back or may have started working part time
 Concerned whether they have enough assets to retire or having to work longer.
 Have mentioned concerns about cutting back in retirement
 Would like to help their children get financially established
 Are over 50 years of age and want to enjoy life, not manage finances
 Maybe looking or have downsized their home
Needs help with a financial issue
 May be undergoing family changes – marriage, divorce, children, death
 In the event of sickness, injury or death - family and asset protection
 Living from pay to pay and concerned with debt levels
 Are returning to Australia after working overseas.
 Are re-entering the workforce after an absence of leave.
 Have parents that require aged care assessment
 Recently received a lump-sum payment
Values personal and tailored service
 May be already financially successful and time poor
 Colleagues who are looking for a trusted adviser and who are unsure where to start
 Have enjoyed a successful and stable career
 Friends who are analytical – well prepared and structured
Saracens continues to help and support many families and their unique situations so if you know of anyone
that may benefit from a ‘coffee meeting’ please have them call us on 1300 66 26 99 between 8:30am and
6pm Monday to Friday or please have them email info@saracens.com.au.
Alternatively, you may wish to supply us with their details.
If you do know someone it is important that you understand our Referral Policy;
 All our business is confidential. We will not disclose any of your personal information to your referral
 We prefer to avoid surprising people and welcome a conversation is had with them prior to us calling
 Any initial ‘coffee’ meeting is taken at face value and at our expense
 We will keep you updated as we meet with your referral