The Power of Partnerships
Through strategic partnerships and powerful integrations, we empower financial advisers to deliver comprehensive generational wealth transfer solutions with ease.
Our trusted network of estate planning specialists provide tailored solutions to meet each client’s unique needs. By working with our partners, you can trust that your clients’ financial well-being is in safe hands.
Tailored Solutions to Ensure your Clients’ Estates are Fully Protected
We understand that every individual has specific needs when it comes to protecting their loved ones and assets for the future. Estgro gives you access to a diverse set of service providers who offer a wide range of flexible, tailored solutions designed to address your client’s specific needs.
Extensive Expertise and Industry Leading Solutions
We have carefully vetted each partner in our network to ensure their adherence to the highest standards of professionalism, ethical conduct, and regulatory compliance. You can have confidence in the integrity and reliability of our partners, knowing that your clients’ financial well-being is in safe hands.
Become an Estgro partner...
Receive regular qualified referrals
Engage with the client and their referring adviser via the Estgro platform
Position yourself alongside the very best mortgage, insurance, legal and pension providers
