Complex made easy
We take the time and complexity out of finding your ideal investment professional, combining technology and human expertise to simplify the process.
Join thousands of investors who have used our free and independent service to find the best firms and the right professionals within them. You can be confident knowing that our independent service has matched your needs based on facts not hearsay. Our business has been designed to answer your questions around investment planning and wealth management, and to be there when you’re ready to find an investment professional.
– What exactly does a wealth manager do? How can they help?
– What services are they going to provide to me?
– How much is this going to cost?
If you’d like to have a friendly chat about your current situation, our team are on hand to answer your specific questions.
Not all firms are the same. Use our smart tool to get a short-list of firms that are right for you. Then, when you are ready, our team will introduce you.
Uncover the facts about every firm. Compare and find out if they are right for you.
Having your investments managed by a professional who has access to the best research combined with a structured investment process will increase your opportunities and minimise your risk.
We know each firm intimately, their specialities and proven capabilities enabling you to fast track through the industry with ease and insight.