Mitigating the Pressures of the Everyday

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.

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

To find out more about this service, please complete the form and register your interest.

Please complete the form
to register your interest

How It Works

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

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Supporting Advisers

We work with carefully selected partner organisations to provide a collaborative, multi-disciplinary approach to estate planning. To strengthen and develop the estate planning element of a business, view our other Partner Services.

Find out more about our other Partner Services