WEALTH MANAGEMENT MATTERS
Our goal is to support, guide and grow partner firms, providing both invaluable support and a wide-reaching network – which in turn allows our partner firms to effectively meet the needs of their clients.
We are passionate about supporting our partner firms to not only do the best job possible for their clients, but also to build and maintain a sustainable business.
Find out more about our Wealth Management Matters partner firm solutions
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Wealth Management Matters was founded in 2016 by a passionate group of Chartered Accountants who were frustrated by the failure of large institutions to deliver timely and tailored solutions that were client-focused.
Wealth Management Matters offers their partner firms a collaborative and professional partnership in which they are privileged to be part of their clients’ journey; and are provided with the tools to effectively direct and lead their clients towards their desired outcomes.
Wealth Management Matters is all about supporting likeminded integrated wealth management businesses, and our goal is to ensure our partner firms have all the tools and support they need to focus on helping clients achieve their financial goals and objectives.
Wealth Management Matters partner firms are committed to the success of the group as a whole, and are freely able to share and collaborate for the mutual benefit of all.
We believe that being privately owned is critical to our success, allowing us to choose the best outcome for our partner firms and their clients, free from outside pressure or non-flexible guidelines.
At Wealth Management Matters, our goal is to support, guide and grow partner firms, providing both invaluable support and a wide-reaching network – which in turn allows our partner firms to effectively meet the needs of their clients.