WELCOME TO SMARTSEARCH™
This is the smartest, fastest and most cost-effective way of finding the best banks, wealth managers, investment solutions and professional services for your needs.
Start your 3-minute search here.
HOW IT WORKSGET STARTED
WHAT SERVICES CAN YOU FIND
WHY USE US
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.
HOW IT WORKS
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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TRY OUR SMARTSEARCH™
The smartest, fastest, and most cost-effective way to find the best wealth service providers.