OneLifeFL
Refer Someone

Know someone who'd sleep better with a plan?

Most of the people we work with came from someone who'd already sat down with us. If there's someone in your life within about ten years of retiring — or already there and unsure whether their money will last — we'd be glad to talk to them.

What we will and won't do

  • No cold calling. We only reach out if you tell us the person is expecting to hear from us.
  • No pressure, ever. The first conversation is a conversation. If we're not a fit, we say so.
  • Your name stays with you. We'll tell them you passed their name along, because doing that behind your back would be strange.
  • No list, no spam. We don't add people to mailing lists or sell information to anyone.

How would you like to do this?

Pick whichever suits. The first option is often easier on everyone.

About the person

Something to send them

Copy this and text or email it across — it saves you working out how to explain it.

We use these details only to follow up on this referral. We don't sell information or add anyone to marketing lists. If you asked us to make contact, we'll say you sent us and we'll stop at once if they'd rather we didn't.