I’d like to transition from my current advisor to Here Business & Wealth, is this difficult?

That’s great news, we look forward to working with you!

We make the transition easy and will do all the heavy lifting. First, we'll contact your past advisor, informing them on the transition of your work. We'll also organise for your documentation to be sent to us, provide you with access to your personal Here Wealth Portal and app, and send you a login to your online portal.

Other FAQs

Which business structure should I choose?
I need someone to do my tax return, how do I organise this?
I’m looking to find funding for my business, can you help?
Can you help me grow my business?
Can you recommend a good bookkeeping solution?
Do I need to bring anything with me to my first meeting?

Find out what’s possible.

Simply provide your name and number, and one of our specialists will be in touch as soon as possible.