Get on track with a free Wealthsimple Investment Consultation

Our expert investment advisers will find out where your current investments fall short, and help you fix it for the long run.

Book an investment consultation

With investment your capital is at risk.

Getting started is free and takes less than five minutes. All you do is:

1

Tell us who you are

2

Upload your financial statements

3

Book a call with our investment advisers

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An Investment Consultation is a free analysis of your financial situation.

  • Holistic review - We'll look at everything. Not just how diversified your investments are and what your risk exposure is, but how much debt you have and whether you're saving enough.
  • Goal setting - We'll help you set goals that are meaningful. And make a plan to get there.
  • Diagnose your fees - It's difficult to know just what you're being charged. We'll help you figure out what your expense ratio is and how to get it down.
  • Lower your taxes - We'll make sure your investments are structured to minimise your annual tax bill now and in the future.

Book an investment consultation

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You'll meet with one of our money experts.

  • Honest - We act in the best interest of our clients. That means we'll provide you with advice that's in your best interest, not ours.
  • Human - We believe in a hybrid approach - coupling market-leading technology with human advisers, here to speak with you whenever you need them.
  • Experienced - Our investment advisers have thousands of hours of experience advising everyone from seasoned, high-net-worth investors to first-time investors.

Book an investment consultation

Find out how your financial plan stacks up

Get started and see why more than 100,000 clients globally trust Wealthsimple to manage more than £1.5 billion of their hard-earned money.

Book an investment consultation