Refer a Friend

We will be glad to help your family and friends!"

We kindly ask for your help in expanding our network. We believe that you might know individuals who could benefit from our services. If you could spare a moment to refer them to us, we would be incredibly grateful.

Rest assured that anyone you refer to us will receive the same level of exceptional service and attention that you have come to expect. We deeply value our relationship with you, and any referrals you provide will be treated with the utmost professionalism.

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What our clients say about us

"My financial plan … has given me peace of mind, my finances are organized and I feel that Naj looks after my best interests. Overall, I have found the team at Wealth & Lifestyle to be friendly and knowledgeable and provide me with great service.“

“Naj was so helpful … and always showed himself to be transparent, helpful and delivers on his word.“

“When I first saw Michael it was for pre-retirement planning. After my initial appointment with Wealth & Lifestyle, Michael put a plan in place … I have a lifetime pension and more than enough funds to meet my living and financial needs. This plan has helped me achieve my goals …. I couldn’t be more happy with my position now!“