Thanks for taking the time to prepare a referral email. We really appreciate your support!
Please copy and paste the text below into an email and adjust to your liking:
CC: firstname.lastname@example.org; email@example.com
Hi [friend name],
I hope you’re well.
Not sure if I’ve mentioned this to you already but I’ve been working with a financial services group that are a one-stop-shop for all my finance needs (including Accounting, Mortgages, Investments, Superannuation, Insurances, Property Services etc).
Here’s a link to their website: www.nexusprivate.com.au
The quality of service has been great so far and I’ve found them to be incredibly valuable for me and [partner’s name]. They have done things with my/our finances that I’d/we’d never thought or heard about before and having everything under one roof has saved me/us so much time and money.
I think it would be worthwhile at least calling to have a chat with one of the team – doesn’t matter who you get through to – all the staff are really nice and genuine people – not salesy at all. Hope you don’t mind but I’ve cc’d John/Steve who is our main contact if you wanted to touch base.
Anyway, no expectations from them or me – just thought it was worth passing on their details.