If you are looking for a trusted referral partner who will take care of your clients and provide you with an alternate stream of income, we want to hear from you. Below you will find access to our referral services guide that transparently discloses our rates.
We are here to help Australians plan and execute a financial strategy through various life stages. We want to work with similar professionals to provide and end-to-end great service to clients through referral partnerships. Below are some of the reasons you should consider partnering with Dumont.
By partnering with Dumont Wealth, you can unlock an additional income stream for your business, whilst giving your clients access to personalised financial advice they can rely on.
Whether you’re referring a few clients a year or on a regular basis, our process is simple, transparent, and designed to support long-term relationships that benefit everyone involved.
At Dumont, we believe professional collaboration leads to better client outcomes. We support referral arrangements that put the client first, offering clarity, transparency, and integrity in every interaction.
We work with a range of related professionals to help deliver more client value through tailored financial advice. Below are an example of some of the aligned professions we typically work with.
We love to work with accountants who focus on delivering strong client value. Our expertise can compliment your client value proposition by helping with investment, insurance, super and retirement strategies.
Financial Advisers can enhance your value proposition with insurance risk management strategies, and through investing to help your clients achieve other goals. Together, we can turn borrowing decisions into lasting financial outcomes.
We can we with you to navigate the financial complexities associated with your clients receiving windfalls through estates, settlements, divorce, insurance payouts and so on.
Our referral guide contains a comprehensive and transparent description of our services, process, and referral rates.
By providing your email you give consent for Dumont Wealth to collect and store your details for communications. We will not spam you. Our privacy policy and disclosure documents can be found at the end of the page.
We have refined this process to be quick, efficient and effective for you to start referring your clients.
Once both parties are happy to proceed, we will draw up an agreement for signature. It’s simple and includes the terms and transparent referral rates.
Start referring clients who need financial advice by email. We will then take care of everything from here. It’s that simple!
Commonly asked questions about our unique referral partnership opportunities.
We work with a range of Australians on their goals and needs. We do a lot of work on retiring clients, young family accumulators and everything in between. For accumulators, the individual is typically working full time. For families, they have a medium to high income. We also work with windfall gains like inheritances, sale of large assets and planning succession. Generally speaking, we like to help people through different life stages where there is a need for advice or to set a strategic direction for the future.
Referral Fees are paid once that advice has been delivered and implemented for the client. Where the implementation is over an extended period of time, we will pay the fee once the initial advice fee has been paid after presentation, with any insurance commission fees paid once the insurance put in force.
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).
It's simple for you! We can have the arrangement ready within a day and ready for signature. As such, it can usually take a couple days and you'll be referring and earning.
If you are considering a referral partnership with Dumont Wealth, we want to hear from you. Register your interest or book an introduction call to discuss how we can support each other.
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