Thank You!

We have passed your details to the firms you have selected. They will contact you directly to arrange a no-obligation discussion about your needs.

Your introductions

Company A
Company B
Company C

Now get prepared

You have come so far in your search, your biggest danger now is that you lose momentum and the will to find a better wealth manager. 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 talk to the firms you have chosen, 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. 

Lee Goggin

Lee Goggin


arrow right


Returns on investments

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.