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

I'm a business owner and I’ve heard a Self-Managed Super Fund (SMSF) will benefit me, is this true?
How do I pay my invoice online?
Do you provide anything other than accounting services?
Can I add to, or remove items from a package to suit my needs?
What is the cost for an initial appointment?
What is the process for seeking advice from Here Business & Wealth?

Find out what’s possible.

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