How our platform works

Three steps to grow your financial advisory business

Tell us about your target customer

What type of customers are you looking for? Are you looking for customers that need retirement planning advice or do you want to grow your high income individuals that want to minimise their tax liability?

We source accountants that will provide qualified referrals

We source businesses in adjacent industries such as accounts that will qualify and then provide referrals to your business.

For every successful referral, you pay a fee

After you have been provided with the qualified referral, you pay the referral fee. You get a qualified referral, the business making the referral gets additional revenue and the customer gets the financial advice that they need.

Get in Touch

We will get back to you as soon as possible

Please leave your contact details and a brief description of your enquiry using the form to the right.

One of our team members will contact you as soon as possible to discuss your enquiry.

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