Thank You!
One of our experts will be in touch with you at the time you have requested.
Your consultation
Get prepared
Our aim is to help you navigate through the jargon and hear-say to get to the service providers who best serve your needs, quickly and efficiently.
Before you go to the next stage of discussing your requirements with us, have a read of our free downloadable guide about interviewing wealth managers.
This guide will start to highlight some of the subtleties around what the companies offer, and more importantly how you can use that information to your advantage.
We understand inertia, fear of the unknown or a simple desire to avoid hassle. That’s why we are here to help – to simplify and smooth the process of finding a better solution. We look forward to talking with you.
Lee Goggin
Co-Founder
How To Interview A Wealth Manager
This guide outlines how to interview prospective wealth managers so you can quickly find out everything you need to know and make truly meaningful comparisons between providers.
The 5 most common financial concerns
At FindaWealthManager.com, we speak to thousands of clients each year. Although everyone has a unique set of circumstances, there are some common worries and regrets.
Read Article
How to prepare for financial success: three stages of life for your money
Lifetime cashflow modelling covering the different phases of your life can be a powerful method to increase your financial success and emotional comfort.
Read Article
Understanding inflation-protected bonds and how they can enhance multi-asset portfolios
The continued risk of inflation means that incorporating some protection into investment portfolios is a prudent strategy. Inflation-protected bonds offer a way to safeguard against unexpected spikes in inflation, preserving purchasing power over the long term with relatively low risk.
Read Article