Creating universal value for clients and business owners through a formal referral agreement.
We provide an attractive referral relationship opportunity to the broader market of professional businesses. Work with Dumont to create value for your client’s and to generate additional revenue for your business.
We are looking to partner with accountants, mortgage brokers (lenders) and lawyers primarily. Below we provide detail on how this arrangement is best suited for both parties, and how we can create value together.
We believe there is a strong synergy between the services provided by accounting professionals and financial planners. Partner with Dumont to enhance your client value by providing your clients with a full service wealth offering. We strongly encourage accounting professionals to engage with us to discuss a referral relationship opportunity that is transparent, fixed and trustworthy.
Lending professionals are also a highly complimentary industry given you have an intimate understanding of your client's financial situation and you help to manage their largest obligations (debt). We want to work with you to help create wealth for clients outside of debt and to protect them against financial risks should something happen. We highly recommend that you reach out to discuss how we can best serve your clients.
We are looking to partner with legal professionals across all domains including estate planning, PI claims, insurance claims, business and tax structuring. Our services can help your clients invest, structure and plan for the future. Talk to us today about how we can work together to enhance your client value proposition.
We transparently provide our referral rates publicly and strongly encourage professionals to consider this opportunity to generate additional significant income for your business, and to enhance your client value proposition.
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We have refined this process to be quick, efficient and effective for you to start referring your clients.
We will meet and sign the referral agreement, which can be done within a couple business days.
Begin referring clients with a simple email, we will handle the rest and you will get paid!
Work with Dumont to provide your clients with a complete wealth and service offering.
Commonly asked questions about our unique financial advice referral arrangements.
The flat dollar referral fee is payable once advice has been presented and paid by the client. Insurance commissions are payable once the policy is in force and the premiums are deducted.
It is very easy! Once we have an agreement signed, a simple email with the details of the client and any relevant information is sufficient. It is expected that the client would be aware of your referral and we can handle it from there. Should you want to be involved throughout the process too, we are more than happy to work with you to ensure your client is well taken care of (assuming client has given consent).
We can have the arrangement drawn up and implemented within three business days, so you can start earning immediately.
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Business and Licensee Information: Authorised Representative No. 1272643. Dumont Wealth Pty Ltd. Corporate Authorised Representative No. 1308337. Licensed by Alliance Wealth Pty Ltd, ABN 93 161 647 007, AFSL No. 449221. Financial Services Guide (FSG): www.centrepointalliance.com.au/fsg/aw
General Advice Warning and Disclaimer: This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. If you are not the intended recipient, please advise the sender by return e-mail, do not use, copy or disclose the contents, and delete the message and any attachments. The contents of this email may contain information that is confidential and privileged. If you are not the intended recipient or have received this email in error you are not permitted to disclose or use any information contained in it. If you are not the intended recipient or have received this email in error please notify us immediately by reply email or telephone and then delete this email and any attachments. Unauthorised use, copying, distribution or publication of this email and any attachments is prohibited. No warranty is made that this email or attachment(s) are free from computer virus or error free. The contents of this message are the views of the author and do not necessarily reflect the views of Dumont Wealth Pty Ltd or any related entity. To the maximum extent permitted by law, no person including Alliance Wealth Pty Ltd nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. It is based on our understanding of regulations and laws as at the publication date. As these are subject to change you should talk to a professional adviser for the most up-to-date information. By subscribing to our newsletter, you consent to marketing emails and the storage of your data.
Important disclaimer and warning
The information contained on this webpage does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions. Whilst all care has been taken in the preparation of this information (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Centrepoint Alliance Limited or any member of the Centrepoint Alliance Group of companies and also Dumont Wealth Pty Ltd, Dumont Holdings or any member or related companies accept responsibility for any loss suffered by any person arising from reliance on this information. The information documented on this website page is valid at the date of upload (3 October 2024) and should be reverified by the reader at the time of viewing.
