Overview of the Referral Process

A Transparent Process for Your Peace of Mind

At de Jonge Read, we value collaboration and are genuinely focused on helping your clients. When you refer a client, we’re happy to speak with you by phone or in person about their situation to assess whether a strategic approach from our team would add value. Here’s what you can expect when you contact us:

  • Understanding Your Situation

    Step: 1
    Understanding Your Client's Situation

    One of our experienced Strategists will engage in a conversation with you to understand your client’s financial circumstances, concerns, and objectives. This initial discussion helps us assess whether a strategic approach from our team would add value.

    When it is mutually agreed that we can assist your client, the next step is to arrange a confidential meeting with them. You’re welcome to coordinate the meeting for all parties, provide us with their contact details, or invite them to contact us directly — whichever works best for you. That said, we believe attending the first meeting together is often the best approach, as it ensures alignment and gives both you and your client greater confidence in the process.

  • Customised Recommendation

    Step: 2
    Strategic Recommendation

    In the first meeting with your client, our Strategist will gather information to better understand their objectives and challenges based on their unique circumstances. From there, we prepare a comprehensive, written recommendation outlining the most suitable strategy for their situation.

    This advice is normally provided within 4 days of the initial meeting, and is offered entirely without cost or obligation — giving your client the clarity they need to make informed decisions.

  • Supportive Guidance

    Step: 3
    Implementation & Ongoing Support

    If your client decides to proceed and engage us to implement the recommended strategy, our services are provided on a fixed fee, fixed time basis. A dedicated Strategy Support Officer (SSO) will be assigned to work closely with them, offering unwavering support and guidance throughout the entire process.

    We understand how important peace of mind is — and we’ll be there to support your client every step of the way. We also ensure you, as their trusted advisor, remain informed and involved as needed.