FIND YOUR BEST FINANCIAL ADVISORS

This is the smartest, fastest and most cost-effective way of finding the best financial advisors for your needs.

Start your 3-minute search here.

HOW IT WORKSGET STARTED

WHY USE US

SmartSearch™ revolutionises the way that investors find and connect with the best financial advisors. Here’s why:

1SMARTER

Powering our SmartSearch™ tool is an innovative, sophisticated algorithm that swiftly cuts through all the noise and hearsay to match you to the right financial advisors based on your needs and their capabilities.

2FASTER

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.

3CHEAPER

Not only is our SmartSearch™ tool free (due to the fact that companies pay us to market their services to relevant clients), but we create competition for your business, which can end up significantly reducing your fees.

STEP BY STEP

STEP ONE

Answer the SmartSearch™ questions to build your profile and specify your service requirements. The questions are straight-forward, non-invasive and only take 3 minutes to answer.

STEP TWO

SmartSearch™ immediately calculates your best matching financial advisor companies. At the click of a button, choose the financial advisors you are interested in talking to.

STEP THREE

Our experienced team will discuss your needs with you, before finding you the right advisors inside the chosen companies and then making a bespoke introduction.

OUR ACCOLADES

Since 2016, we’ve helped our clients find a better home for assets totalling:

US$3,133,050,000

US$3.1billion

PROUD WINNER OF

ALSO FEATURED IN

                            

TRY OUR SMARTSEARCH™

The smartest, fastest, and most cost-effective way to find the best financial advisors.

GET STARTED

SIGN UP