Referrers

OASIS WEALTH

Earn More With Oasis Wealth Referral Program

Aside from supporting Financial Advisers and Mortgage Brokers, Oasis Wealth also provides earning opportunities other professionals including accountants, real estate agents, conveyancers and lawyers through our Referral Program.

You can now provide more value and help your clients by offering them Personal Risk Insurance.

1. What are the benefits to you?

Many Australians remain exposed to financial hardship should they experience an insurable event such as injury, critical illness or even death. Having the ability to offer your clients access to a range of quality personal insurance products will add value to your overall offering as well as helping you diversify and grow your income.

2. How does it work?

We will ask you to complete a short form detailing some information about your clients such as name, contact number and best time to call. Once you submit your referral, we will acknowledge it via email and assign it to one of our specialist risk advisers.

3. Who will look after your client?

Oasis Wealth will manage the referral process from your initial submission, right through to paying you your referral fee. To avoid any conflict, all of the Advisers on our referral panel specialise in Personal Life Risk only and are not involved in Mortgage Broking or with other financial products.

4. How will I get paid?

We assess payment for each referral on a case by case basis, with an average payment of $275.00 for each successful referral. Oasis Wealth process commissions weekly so you will receive your payment from us directly, shortly after the policy has gone into force.

REFERRER DETAILS

CLIENT DETAILS

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