Find Your Trusted Advisor

The right advisor can improve your returns by up to 3% per year and give you peace of mind to enjoy your life.

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Find Your Advisor

Trusted by people at the world's biggest companies

Your money. On your terms.

Finding the right advisor is a deeply personal decision. You shouldn’t have to sift through endless advisor websites and phone calls to find the advisor right for you.

We’ve redesigned the process to be simple and efficient for you.

Our platform captures a comprehensive view of your financial goals, personal profile, and preferences that drive the match to a single suitable advisor in our network. Our selective network consists of industry-leading advisors.

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The Value of a Great Advisor

Working with an advisor can add as much as 3% a year to your returns

Graph showing returns with and without an advisor

*Assuming 5% annualized hypothetical growth of 500k portfolio vs 8% hypothetical annualized growth of advisor-managed portfolio over 25 years. Source: Putting a value on your value: Quantifying Vanguard Advisor’s Alpha, Vanguard, July 2022. Returns depicted in the visual are not associated with any advisor on the Trusted Advisor Network.

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Hear from Clients of Trusted Advisors

"Chris has helped us adapt our finances to changing circumstances, offering excellent advice. His strategy balances our cautious risk approach with good returns & supports us in managing our assets."

Ben

"Dan provided excellent, clear advice on our pension options, using market trends to help us understand. His calm and friendly approach made everything simple. We highly recommend Dan!"

Kevin

I met Dominique this week, and she was excellent—well-prepared, providing clear guidance and advice. I feel confident in our partnership to achieve great financial results.

James

I've worked with Dan for a number of years, all that time he's been fantastic. He's always available when I want to talk and the advice he's provided has been very tailored to my family's needs. I'd throughly recommend him to anyone who is looking for an adviser.

James S

Dan's helped me significantly improve my investment returns by changing my allocation and making sure I'm using all my various tax-reliefs. The effect has been massive and I would of never done it my self, I'm very happy with his services.

- Sarah D

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

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Why choose
Trusted Advisor

Simple and fast

Your time is valuable. Our AI-enhanced platform does the filtering for you, so you’re matched with one adviser best suited to your needs.

Access to our vetted network

We partner with leading advisors nationwide bringing expertise ranging from retirement planning to tax strategies and estate planning. We’ve pre-screened them by checking their disclosures and discipline history.

You’re in control

We provide a curated recommendation and protect your privacy. We’ll give you the option to book a complimentary meeting at a time that suits you. We won’t share your information with any other firms meaning you won't be bombarded!

Free for you

Our network of advisors is competing for your business. There are no fees to you for using our platform, regardless of whether you end up choosing the advisor we recommend.

How it works

Answer a few questions

Complete a 2 minute questions so we can match you with your perfect advisor.

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Quickly Schedule a Call

You'll be able to book a call with your advisor at a time that suits you right away. There's no need for lengthy back and forth emails or calls! Quick & Simple.

Meet Your Trusted Advisor

In a complimentary 30-minute consultation you and your advisor can drill down into your goals and they'll explain how they can help. This session is complimentary and there's no obligation to continue in the process should you wish.

Your Advisor Builds Your Strategy

Your advisor will build a customised plan detailing how they'll manage your assets to help you achieve your goals.

Graph showing your financial adviser at work

Implementation

Once you're happy, become a client and your advisor will get to work! They'll handle all transfers, paperwork and management so you can relax.

Support and Monitoring

Your advisor will continuous monitor your assets to ensure they are growing as expected. You'll have the opportunity to have regular review meetings so you feel confident and enjoy peace of mind.