About
Our Story
Discover our wealth management solutions designed to elevate your success
Leaving you to find and advise clients, Wealth Management Solutions sources market-leading International Investment Platforms, Life Insurance and Investment Solutions to improve your advice proposition for your clients.
Wealth Platform Solutions has partnered with leaders in the International
- Investment Platform
- Life Insurance
- Savings and Investment
industries to bring you product and service solutions that improve both your clients’ and your business outcomes.
Founded by a thirty-five-year international financial services product and distribution expert, Wealth Platform Solutions seeks to offer the very best innovative products and services from the very best International Investment Platforms, Life Insurers, and Investment providers.
About Us
Bringing Wealth Advisers and Financial Institutions together with a market leading International Investment Platform, Life Insurer and Investment companies.
Wealth Advisers and Financial Institutions the world over seek the best, most innovative, highly digital product and service solutions for their clients.
Wealth Platform Solutions sources those types of product and service solutions for these distributors helping to establish direct terms of business for the providers we represent.
Why Choose Us
Wealth Platform Solutions provides a professional service to Wealth Advisers and Financial Institutions at every step of establishing and managing the direct relationship with the chosen provider
Wealth Platform Solutions has sourced providers’ products and services which are current and relevant to Wealth Advisers and their clients
- Product Domiciles that provide security, regulatory, reporting and tax benefits
- Investment Options and Flexibility required by clients
- Adviser Remuneration Options and flexibility that is demanded by their businesses
- Technology that is second to none
- Growth & Income Options with Protection and Guarantees
Collaborate with us
Connect with Wealth Platform Solutions today to explore how our products and services can unlock your full potential.