Have the recent changes in legislation left you feeling uncertain about your future?
Stop worrying about the future and become part of it.
We are the partner of choice for advisers who are looking to make a change or exit the industry.
PictureWealth
Strategic Partnerships
- Continued relationships with your clients
- Continue earning an income
- Offer your clients more value
- Access to market leading technology
- Compliance centric processes
- Specialist Advisory Team
What can you expect from us?
Three pillars of successful management
1. Compliance Support
Centralised compliance with automated workflows that streamlines processes, reduces operating costs and minimises risk.
2. Financial Technology
Convenient, time saving technology offering a clear view of your clients financial profile while providing insights to help you better manage your client relationships.
3. PictureWealth Advisory
Licensed financial advice by an PictureWealth Representative who acts in the best interest of the client to assist them in achieving their goals and objectives.
It’s easy like Sunday morning...
PictureWealth
Client Experience
- Access to financial tools
- A holistic view of their wealth
- Customised insights on their money
- Cashflow management and education
- Goal setting and budgeting
- Technical support and guidance
"Financial happiness at their fingertips"
Financial Adviser?
Hear from our Founder & CEO about how
PictureWealth can help you.
