SET YOUR OWN HOURS
No management or supervision
Stay compliant & organise your advisory life freely
SET YOUR OWN TARGET
No KPIs, no minimum budget to meet
You choose how much you want to earn
EARN MORE
We guaranty to redistribute more of the earning generated through your advice.
If you are an ex-representative of any of our insurer partners, get even more when you drive business back to them!
COLLABORATE DIFFERENTLY
Design & manage your own affiliate program
Get referrals from us to focus on advisory
REWARD BETTER
Incentivise your leads & clients with our unique reward program for FREE
Recruit & reward formally your introducers, partners and affiliates
DIGITISE YOUR BUSINESS
From lead generation to recommendation, from application to post acquisition & servicing, the customer journey is fully digitalised
FULFILL ALL NEEDS WITH OUR FLEXIBLE SUPPORT
FREE access to our online certified training to stay compliant at all times and own pace
FREE access to 16 operational functionalities to ease & speed the growth of your business
CREATE & DEVELOP YOUR OWN BRAND
We give you a personalised website for leads, advice, recommendations
Publish, communicate, stay in touch with your client and its data at all times
REDISCOVER WHY YOU CHOSE TO BE A FINANCIAL ADVISOR IN THE FIRST PLACE!
Keep advising your clients on their financial needs while managing personal commitments in total independence
Appreciate the professional fulfilment in helping people while earning an additional income in full compliance
WHY FINANCIAL ADVISORS CHOOSE US
Independence ▪ Freedom ▪ Work-Life Balance ▪ Higher Income ▪ Advise with No Pressure
91%
"To earn more income for the same effort and better support myself and my family"
85%
"I am my own boss and have the flexibility in my schedule to balance my work, my family life and my other projects"
87%
"Have the right and up to speed digital tools to optimise the time of my clients, and be able to stay in touch with them at all time"