About
Our Story
Discover our wealth management solutions designed to elevate your success
Wealth Platform Solutions enables advisers to focus on finding, advising, and servicing clients, while we source and deliver market-leading international investment platforms, life insurance, and investment solutions that strengthen your advice proposition.
We partner with leading providers across the international life insurance, savings, and investment markets to deliver high-quality products and service solutions that enhance both client outcomes and adviser business performance.
Founded by experienced wholesale life insurance professionals with senior leadership backgrounds at global insurers, Wealth Platform Solutions brings together innovative, well-governed solutions from the world’s leading life insurance providers.
About Us
Bringing Wealth Advisers and Financial Institutions together with a market leading Life Insurers
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 in establishing and managing the direct relationship with their chosen life insurance 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
- Protection and Guarantees
Collaborate with us
Connect with Wealth Platform Solutions today to explore how our products and services can unlock your full potential.