One thing that’s for certain is that everyone is short of time. People lead busy lives, often led by demanding businesses or careers, and it’s a struggle to achieve a good work/life balance. No-one wants to ‘live to work’, so why do they spend a lot of their ‘downtime’ undertaking routine tasks?

Our Concierge partner provides access to a range of services that alleviate the hassle of day-to-day tasks such as managing tradespeople or booking dinner reservations – in addition to organising exclusive experiences and accessing sold out events.

Benefits for advisers

Our Concierge Services offer great benefits for financial advisers and their clients, giving advisers the opportunity to:

  • Enhance their service proposition
  • Increase client retention
  • Segment their client base
  • Provide value-added services
  • Be more competitive

Concierge services are complimentary for investors in our Stellar Bespoke Service, and special terms are also available to investors in other Stellar services, and their advisers.

To discuss a specific issue, request a quote, or simply find out what we have to offer, please complete this form and we will get in contact to discuss our partner’s Business Succession Services in more detail.

Concierge Services
Make an Enquiry

Please complete the form and we will contact you
to discuss these services in more detail.

Services to enhance your clients' lives

Holiday Booking

Travel Booking

Personal Shopping

Ticket Reservations

Restaurant Bookings

Gift Shopping

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Supporting Advisers
We work with carefully selected partner organisations to provide you with a collaborative, multi-disciplinary approach to estate planning. If you are looking to strengthen and develop the estate planning element of your business, view our other complementary services.

Find out more