It’s inspiring when I read about new firms entering the market to offer new services to the wealth management industry. Like these new offerings, we began our own journey back in 2012 when we wondered if an online business offering potential and existing clients an opportunity to find a new wealth manager had legs.
Our motivation was to try and move the referral process on a little bit from the tips from friends and family, accountants and lawyers that were the typical introduction routes into wealth management. Although there’s absolutely nothing wrong with that, our mission was to try and make introductions based on fact rather than what others recommend. Your situation is usually going to be different from someone you know.
Money is an emotional subject and getting your finances in order matters!
Clients we refer tell us that the simplicity of what we do, along with the hands-on approach we take in explaining things in plain English and helping them through the process make a huge difference. They often say they sleep much better knowing their financial affairs are in order with a wealth manager they trust to go the extra mile when needed.
Wealth management means different things to people. Often their first thought is investment, but before that can happen it’s important to consider the other important stuff like tax and inheritance or how much risk you should take. Getting all your ducks in a row is important.
You need someone in your corner who can be relied on. We think you should avoid those that only want to sell you things you might not need or understand. Work with a firm that wants to understand your and your family’s goals and appreciates that if you have 100k or 100 mio it’s your nest egg, pension or inheritance and it’s vitally important to you.
If you are thinking you might need help with wealth management or perhaps you’re an existing client looking for a new manager or a DIY investor with a bit of investment vertigo, speak to us. Our service is free, impartial and our opinions are based on fact.
If you would like to speak with me anytime, please email me on [email protected].
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We are an independent, owner-managed business, which is not aligned to any wealth manager.
We dramatically reduce the time it takes you to find a wealth manager. From long days, to just minutes.
Your fees could be substantially lower because you can place companies in competition for your business, driving down your cost.
our average user account size
wealth management companies on our platform