SmartSearch™ revolutionises the way that investors find and connect with the best wealth service providers. Here’s why:
Powering our SmartSearch™ tool is an innovative, sophisticated algorithm that swiftly cuts through all the noise and hearsay to match you to the right wealth service providers based on your needs and their capabilities.
What used to be a tedious, time-consuming process – which involved reaching out to numerous contacts for recommendations and sifting through countless company websites for information – now takes you just 3 minutes.
Not only is our SmartSearch™ tool free (due to the fact that companies pay us to market their products and services to relevant clients), but we create competition for your business, which can end up significantly reducing your fees.
It takes just 3 minutes for you to complete your SmartSearch™ profile questions.
SmartSearch™ will generate the top matches based on your investing goals and needs.
Click to receive a tailored introduction to the best-matching wealth service providers.
Since 2016, we’ve helped our clients find a better home for assets totalling:
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