Advisor Match™

Successful people in any sphere of life surround themselves with quality advice. They are clear about what they want in an adviser and they recruit their “team” methodically and precisely.

Getting quality advice requires a specific process and AdviserMatchTM has been developed to improve the quality of advice you receive for the rest of your life. It utilises a recruitment process to analyse the profile and role of the ideal adviser and establishes clear measurement criteria.

Your adviser will lead you through a questionnaire and produce a report outlining your preferred characteristics.

“AdviserMatch™ helped me become clear on what is important to me in a relationship with a financial adviser and it made me feel that I will get value for money because we have a specific agreement on the role each of us will play and the KPIs.”