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Fists in Solidarity

Help a friend or family out &

be rewarded at the same time

We all know that one or two friends or family members who are either 

  • clueless about navigating around their personal finances or

  • need that extra push to get them to start planning for their finances

Now you can help your friends out AND be rewarded at the same time (up to $175/person) by introducing and connecting your friend with me, who is a Certified Financial Planner that can help them with their financial planning matters.

How does it work?

Here's how you can be rewarded up to a total of $175 in cash per introduction while helping your friend or family member improve their financial well being.


Strike a conversation with the people that you enjoy being with and share with them how they might find value in the work that I do. 

If they are comfortable in finding out more about how they can benefit from the work that I do, connect us together by providing me with their contact so that I can reach out to them directly. 

Get rewarded $25 per successful connection that had met me for an introductory session!

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Get rewarded $150 per successful introduction if your friend/family member has decided that we are a good fit and that my services align with what he or she is looking out for!

If they are still unsure, You can also link them to my...for more info!

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Here's the type of people who can

benefit the most from the work that I do...


The fresh graduate or graduating friend

who may need help and information in the areas of:

  • finding the right insurance for himself/herself

  • getting started in investing 


The friend that is attached but not married

who may need help and information in the areas of:

  • budgeting and planning for property & marriage

  • understanding the type of mortgage insurance available


The friend who had just started a family

who may need help and information in the areas of:

  • finding the right insurance for the child

  • planning for the children's university education 

  • planning for their own retirement 

Thank you! 

For helping your friends & family improve their financial wellbeing!  

For helping me to reach out to your friends & family


Do let me know if there’s anything I could do for you to make this introduction process a smoother one!

I hope to hear from you soon :) 


Daniel Lee

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