Client referral programme

Know someone we could help?

Refer a friend or family member to Buffer. If they take out cover, we'll send you a gift card to say thanks.

$150

Prezzee digital gift card, emailed to you. No limit on how many people you refer.

How it works

1
Ask them first

Check they're happy for us to get in touch, and let them know you get a gift card if they go ahead.

2
Fill in the form

Pick your Buffer adviser and add their details. It takes about a minute.

3
Your adviser gets in touch

Usually with a phone call, and they take it from there.

4
Your gift card arrives

If they take out cover, it's emailed on the 15th of the month after their policy has been running for 30 days.

Before you refer

Three things to know

Tell them about the gift card

It's part of the programme, and people appreciate knowing. Something like "just so you know, I get a gift card if you go ahead" is plenty.

Leave the advice to us

Just say you use Buffer and they should have a chat. Only licensed advisers can give financial advice, so please don't recommend products, insurers or prices.

New clients only

The person you refer can't already be a Buffer client, or have been in touch with us in the last six months.

01

When will I get my gift card?

On the 15th of the month after their policy has been running for 30 days and the first premium is paid. We wait because policies can be cancelled in the first few weeks.

02

Can I refer more than one person?

Yes, as many as you like. Fill in the form once for each person.

03

Will you tell me how it's going?

We keep their details private, so we can't share how their conversation with us is going. If your referral qualifies, the gift card is how you'll know.

04

What if they'd rather not hear from you?

That's fine. They can tell their adviser at any time and we'll delete their details.