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Homesafe Wealth Release®

Refer a Friend — Terms & Conditions

Please read these terms carefully before participating in the Homesafe Wealth Release® Refer a Friend campaign.

The full Refer a Friend Terms & Conditions are published on this page below.

Scroll down to read the complete key terms of the Homesafe Refer a Friend program.

Key points summary

Eligibility

  • The referrer must be an existing Homesafe Wealth Release® customer with a settled contract.
  • The referee (the person being referred) must not have previously contacted or dealt with Homesafe Solutions Pty Ltd.
  • The referee must be aged 60 years or over and own their home.
  • Employees and immediate family members of Homesafe Solutions Pty Ltd are not eligible to participate.

How to refer

  • The referee must contact Homesafe directly and clearly identify the referrer's name at the time of their initial enquiry.
  • Referrals made after the referee has already made contact with Homesafe will not be eligible.

Reward payment

  • The referral reward is paid to the referrer following settlement of the referee's Homesafe contract.
  • The reward amount and payment method are as specified in the current campaign terms published at homesafe.com.au.
  • Only one reward is payable per settled referee contract.

General

  • Homesafe Solutions Pty Ltd reserves the right to vary or withdraw this campaign at any time without notice.
  • Participation constitutes acceptance of the full terms and conditions.
  • This summary is a guide only. The full terms and conditions govern participation in all cases.

Homesafe Solutions Pty Ltd ABN 81 106 784 918. This page provides a summary only. Full terms and conditions are published at homesafe.com.au and govern all referral arrangements.

Important information: Under a Homesafe Wealth Release® contract, you sell a capped share of the future sale proceeds of your home to Homesafe Solutions Pty Ltd in exchange for a lump sum today. The maximum share of the sale proceeds of your home that Homesafe receives is capped and clearly stated in your Homesafe Contract; the equity remaining in your estate will be less than it would have been had you not entered the Contract. The Early Sale Rebate feature offered by Homesafe may result in Homesafe receiving less than the capped share and you would receive this with your share on sale. The funds made available to you may affect your entitlement to government benefits. This is not a loan and does not involve compound interest.

Recommendation: Independent legal advice and representation is mandatory and financial advice is highly recommended before entering into any contract.

Homesafe Solutions Pty Ltd. This website is for general information purposes only and does not constitute financial, legal, or taxation advice. Individual eligibility, lump sum amounts, and share percentages will vary. View our Privacy Policy and Financial Abuse Prevention Policy.

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