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

Why does Here prefer to be to a paperless business?
How often should I hear from my advisor?
How do I sign my documents online?
Which business structure should I choose?
Are my tax accountants’ fees deductible?
How do I login to my online portal?

Find out what’s possible.

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