Third Party Relationship Management

Third Party Relationship Management

It is important that your broader circumstances are considered in the investment advice we provide to you. We can act as the central point to manage and coordinate your accounting, banking and legal requirements with your existing service providers. We partner with like-minded specialists and can introduce their services where required.

We provide a ‘whole of wealth’ online portal and mobile app that can centralise access and storage of your investment, banking, accounting and legal data and documentation. You own and control access to the platform, providing us, other professional advisers and family members with access only to the information you deem necessary.