Refer a friend
Know someone who could use a hand?
If you’ve found the advice you’ve received from Dom helpful, the kindest thing you can do for someone approaching retirement is to send them in his direction. Here’s how it works.
A quick word from Dom
Most Nest clients came the same way you did.
Nest has never been about big, flashy advertising. No ads on the side of a bus, no billboards on the motorway. Dom keeps it local, the small community things you get involved in when you actually live and work somewhere. Some people find him through a local search or the small bit of advertising he does. But most of his clients still come from one of two places: a former relationship at Aware Super, or a personal recommendation from someone they already know.
That’s the model. It’s deliberate. It keeps the practice small, the meetings unhurried, and the work focused on the people who actually need it.
So if you’ve ever thought about mentioning Dom to a friend, a colleague at school, a sibling who’s been worrying about their super, or a neighbour who keeps asking what you did about retirement, that’s how Nest grows. By people like you, telling people like them.
We genuinely appreciate it. Every single time.
Who to think of
Anyone you know who’s wondering what comes next.
Most of Dom’s clients fit one of these descriptions when they first reached out. Sound like anyone you know?
Colleagues from work
A teacher in the staffroom counting down to long service leave. A nurse on the same ward who’s been talking about cutting back. Anyone in your line of work who’s getting close to the finish line.
Friends and family
A sibling who keeps mentioning their super and never doing anything about it. A friend whose adviser just retired. A neighbour over the back fence who said something at a barbecue.
Anyone with the same questions you had
“Will I have enough?” “What about Centrelink?” “What do I do with my super?” “Should I retire now or wait?” If you’ve heard someone ask one of these recently, that’s the person.
Three easy ways
Whichever way is easiest for you.
Pick whatever feels right. They all end up in the same place: a friendly call from Dom to your friend, on your recommendation.
01
Use the form
Fill in your friend’s name and number on the right. We’ll let you know once Dom has spoken with them.
02
Give Dom a call
0413 030 724 — Have a quick chat and pass on their details over the phone.
03
Send an email
dominic@nestfs.com.au — Drop Dom a line with their name and number, and any background you think might be useful.
Introduce a friend
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We’ll get in touch with your friend promptly, mention you sent us, and let you know once we’ve connected. They’re never put on a mailing list, and there’s never any pressure on them to go ahead.
One last thing
Thank you. Genuinely.
Recommending someone to a financial planner isn’t a small thing. You’re putting your reputation behind us, and we don’t take that lightly.
If you’ve ever sent someone our way, whether they ended up becoming a client or not, thank you. The practice exists because clients like you have been generous enough to mention Dom’s name when it mattered. He doesn’t forget that.
If there’s ever anything we can do to make the experience of being a Nest client better, you know how to reach us. The line’s always open.
Dom