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Advice opportunities

Find out about latest advice opportunities and planning strategies you can implement to meet a wide range of clients’ needs, with know-how from our financial planning and technical experts.

Our current opportunities

Start rewrapping client wealth today

Investing in a range of wrappers to optimise tax-efficiency is essential for a successful financial plan. Showcase the value of your advice by taking advantage of our range of tax wrappers, to rewrap wealth for suitable clients.

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Family linking

Discover Family Linking, our multi-member family discount for your clients and their loved ones.

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CashHub

Offering a range of savings accounts at competitive interest rates, the CashHub is integrated into our platform so it can benefit you and your clients.

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Need something else?

Get in touch with your Quilter consultant

Our consultants are here to help you find the best solutions for your clients. Get in touch if you need additional support.

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Our products and solutions

Find out about our range of solutions and discover technical expertise and support to help you maximise advice opportunities.

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