We know it is tough out there now for financial advisors due to market conditions. We want to help!

Talking to our customers, they tell us that our financial planning templates are making them money. It seems to us that most of our software customers are still doing quite well in these tough market conditions. Unfortunately, some of their associates are not doing so well. This could be a good time to tell your peers about our Financial Planning Spreadsheets © and to get a bonus for yourself at the same time.

If you refer our software to someone who buys it we will extend your "Annual Software License" with updates for a further three months. This service includes all new financial planning templates as soon as they are released as well as tax rate changes every quarter.

So, if you referred our software to four people whom identify you as the source on their purchase you would receive a full year of software updates (value of £115.00).

There are very few rules to qualify for this free update service. The person has to be referred by you either by the form shown below or by identifying you as the source on our order form. There is no time limit on the rewards program , although it is not retroactive, but there is no limit on how many referral bonuses you can receive.

You can also send us their email address and we will send them some product literature. We won't bug them and we do not resell our mailing list. They can also obtain our free demo.

Please send product information to the following:

Phone: 001-613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information: plan@money-software.com

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