Add Wealth Services under Your Brand
We provide the wealth management services under your brand, not ours, so you can grow your business without the associated costs.
We work with accountants, lawyers and mortgage brokers who would like to increase their services to clients but do not wish to go through the hassle and costs of starting from scratch or buying a book.
Our offering is unique because:
We are Self Licensed which means we don't have 'middle men' requiring their approval to work with other practices.
We run Global Hedged Direct portfolios which means the clients don't pay external fund manager fees on top of advice fees.
We offer Sophisticated wealth services which can be tailored to match your existing offering for clients. See our services page for more information.
Because we have cut out most of the middle men in the wealth management business, we are able to share the benefits with clients and their trusted professionals.
If you would like to find out more about how this works and if it could be a good fit for your business, please contact Rachel Lafazanis directly on 0487 788 888 or via email at email@example.com.