Float Referral Partner Programme
Welcome to the Float Referral Partner Programme
Your gateway to referring someone who is seeking the expert guidance of a seasoned financial adviser
Whether it’s for mortgage advice, personal insurance, or KiwiSaver products and providers, Float has you covered.
By participating in our programme, you not only connect your friends, family or colleagues with the best financial advice, but also contribute to a charitable cause. For every qualified referral that Float receives, we commit to making a donation to a charitable organisation, as a token of our appreciation for your support.
Join us today and become a part of our community of like-minded individuals who believe in the power of financial planning and giving back to the society.
Take a look to the right for a detailed overview of the organisations we’re currently partnered with.
The Starship Foundation
Starship is our national children’s hospital, providing world-class healthcare for all children across Aotearoa New Zealand. Inside Starship and in communities across the country, extraordinary stories unfold every day. Behind every story is a dedicated team of Starship specialists and staff and behind every Starship team are dedicated supporters.
The Starship Foundation provides vital support for Starship, investing in key areas that help to bring better health and brighter futures to our children. Since 1992, generous donors have given more than $160 million, helping the Foundation to invest in life-saving care and services, latest advances in technology and medical equipment, boosted family support, specialist training and research and innovation. With your generosity and compassion, more incredible stories will continue to be written.
Join Float's Referral Partner Program and Make a Positive Impact
Float is launching a new referral program and we want you to be a part of it! You’ve been personally selected by a member of the Float Financial Adviser team to join the program.
Every time you refer someone to Float through this program, we’ll donate $50 to a charity of your choice. You can choose from one of the charities we’ve already identified or suggest a different one that’s important to you.
At the end of each financial year, we’ll go through our referral database and donate to the charities based on the number of successful referrals. We’ll also make sure to share the details of the donations and who they went to within 3 months of the end of the year.
We’re excited to work with you and give back to the community at the same time!
If you have any questions reach us on 0800 356 288 or at info@floatmortgages.co.nz
otherwise click here to get in touch
How it works (Ts and Cs)
- In these pilot program terms and conditions, Float Financial Advisers Limited will be referred to as “FFAL”.
- A referral will be considered “qualified” once the following conditions have been met:
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- FFAL has received the referred individual’s name, email address, and phone number.
- The referred individual has completed a profile on Float’s online client portal.
- The referred individual has provided FFAL with a signed terms of engagement and authority document, granting FFAL permission to communicate with product providers (such as banks, insurance companies, and KiwiSaver providers) on their behalf.
- FFAL’s financial year ends on 31 March, and within 4 months of the year-end, FFAL will make a donation to charity.
- These terms and conditions are subject to change at any time at the sole discretion of FFAL.