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Let's start with what we are not.

  • We are not a broker.
  • We don't prioritise our own commissions over the best interests of our clients.
  • We do not charge you any fees and commissions for our services.


We help you get clarity on the type of exit strategy that is right for you and then connect you to the best options available.


With over 13 years experience in Financial Services, we know the good, the bad and the plain ugly.


We believe in transparency and ethical practices.

We want the best deal for you and your clients.



Meet our Founder & Principal Consultant

Our Mission

Our mission is to empower retiring financial advisers with personalised solutions, ensuring they exit their businesses confidently and with a sense of purpose

Our Vision

Our vision is to lead the industry in revolutionising retirement transitions, making it a seamless and fulfilling journey for every financial adviser

Our Values

We value trust, transparency, and tailored support, committed to safeguarding advisers' legacies and fostering industry excellence


"I see retirement as just another of these reinventions,

 another chance to do new things and be a new version of myself."

–Walt Mossberg


Popular Questions

  • What service do you offer to retiring IFAs?

    We connect you with potential buyers and will assist you in making sure you have all your ducks in a row to go into any negotiations strong and firm.

  • Will my clients be taken care of during this transition?

    Absolutely. We understand the importance of your clients and maintaining their trust. Our process includes a client transition plan to ensure a smooth handover, preserving your client relationships and their financial well-being.

  • Can I still have some involvement in my practice after selling it?

    Yes, we understand that some advisers may wish to stay involved to varying degrees post-sale. We can help structure deals that allow for your continued involvement, as desired.

  • How do I get started with your services?

    To get started, simply reach out to us through our contact form or by giving us a call. We will schedule an initial consultation to discuss your goals and needs. From there, we will create a personalized plan to guide you through the retirement transition process.

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