$250 Bookkeepers Referral Program

Please complete the below form to access the NZQBA Referral Program. Once you have completed the form one of the team will touch base to discuss the referral directly. Alternatively, feel free to email us at info@alexisandco.nz

Terms & Conditions:

  • $250.00 referral fee is payable on the successful drawdown of a mortgage or the implementation of an insurance plan.

  • Referral fee is per referral. Couples are treated as one referral e.g. two people purchasing a new home.

  • Referral program is only available to Bookkeepers.

  • There is no maximum number of referrals. Referrals can include personal network and personal financial advice. E.g. 10 successful referrals will result in total referral fees of $2,500.00

  • Alexis & Co Ltd reserves the right to end the referral program at any time without notice. Any existing referrals currently in progress will still be eligible for fees.

  • Alexis & Co Ltd holds sole discretion as to whether a referral qualifies for a fee payment.