Financial Planning Has Never Been So Rewarding!
Exclusively, clients of New Outlook Wealth benefit from AIR MILES®. How? We have 6 ways to collect Air Miles!
1. Get 50 AIR MILES® for a COMPLETED FINANCIAL PLAN*
Financial planning is the cornerstone of good advice, providing you a roadmap of how to plan for the best and prepare for the worst. Clients who complete the entire financial planning process (including fact finding, document gathering, and plan presentation) will receive 50 Air Miles. This applies to new and existing clients and is our base offer for all Air Miles collectors.
2. Get 25 AIR MILES® for an INVESTMENT PORTFOLIO REVIEW
Find out how much you could be saving, every year, by moving your portfolio of investments from a high-fee, high cost environment to a lower cost one, with one of our asset management partners. Meet with a NOW Advisor and a Portfolio Manager, who together will examine your investment statement to check for issues with fees, performance, structural or product choice, and taxation of investments.
3. Get 25 AIR MILES® for an INSURANCE PORTFOLIO REVIEW
When it comes to Life, Disability, or Critical Illness insurance, premiums do add up! An insurance review is a sure-fire way to make sure you're not paying for coverage you don't need or for products that won't work when you need them to. Meet with a NOW Advisor and an Insurance Specialist to make sure you and your family are well protected, your needs are covered, and you've got the right plan at the right price.
4. Get 25 AIR MILES® for an MORTGAGE & DEBT REVIEW
Your mortgage statement can be the gateway to a pile of savings. Meet with a NOW Advisor and a Mortgage Specialist, who will together review the interest rates, terms, and features of your existing mortgage to help you understand your options and alternatives. A NOW Advisor will look at possibly consolidating debt into the mortgage or offer other useful debt management advice suitable to your personal financial situation.
5. Get 100 AIR MILES® for a REFERRING a FRIEND
If you feel your friend or family member could benefit from the robust financial planning and advice our NOW Advisors are known for, please connect them! Your Advisor will be honoured by your referral, while your friend will be grateful for their help.
6. Get 100 AIR MILES® for a NEW FINANCIAL ADVISOR REFERRAL
If you know a Financial Advisor at a bank, wealth management firm, or brokerage who is clearly unhappy, please connect them to us! If we decide to proceed, we will reward you with 100 Air Miles upon their hiring.
Terms & Conditions
Offers CAN be combined, at the discretion New Outlook Wealth.
*Includes: retirement income planning, cashflow analysis, debt management, insurance needs analysis and estate planning. All
Insurance offerings from New Outlook Wealth are not eligible for AMRM.
Offers valid October 1, 2021 to October 1, 2022. Limit 1 Offer per Collector Number.
