Join the Estgro Ecosystem
A trusted network of industry leading legal and financial specialists embracing innovative ways to grow their business. This exciting opportunity enables you to set your pricing, access referrals from new markets and generate significant new business through our fully digital, end to end platform.
Begin Receiving Qualified Referrals Today
Bridging the gap between financial and legal services, Estgro seamlessly connects financial services clients with a network of specialists to assist them in ensuring they have a comprehensive estate plan in place to protect and maximise the value of the legacies they leave behind. As an Estgro partner you will receive qualified leads who have completed an assessment of their estate and received specific recommendations around their legal, mortgage, insurance or pension positions.
Become a Trusted Partner
Estgro partners will go through an accreditation process to provide financial services professionals and their clients with confidence that we are working only with trusted experts in their field, who have client care at the heart of what they do. Clients will be inputted into the Estgro system via a referring advisor who will also select the team of specialists they wish to support their client in putting their estate plan in place. Clients can have peace of mind that their selected team has been chosen for them and can have confidence in them to protect their assets, wishes and loved ones for the future.
Scale with us as Estgro Grows
We’re creating an ecosystem of the very best mortgage, insurance, legal and pension specialists with the ability to scale with us as Estgro grows. We have ambitious growth plans and are looking for partners who are embracing technology, offering industry-leading services and looking for innovative ways to grow their businesses.
Why Become a Partner?
Receive regular qualified referrals
Engage with the client and their referring advisor via the Estgro platform
Position yourself alongside the very best mortgage, insurance, legal and pension providers
