Clients Who Already Know Their Gaps.
Stop cold-calling. Start with Introductions to clients who have completed a comprehensive wealth health assessment and asked to be contacted. You see their Wealth Health™ scores, fact find, and priority areas — before the first conversation.
The Old Way Is Broken
- Cold calls to unqualified prospects
- Hours spent on fact finds before knowing if there is a fit
- Compliance admin eating into client-facing time
- No visibility into where your book has gaps
The BuildWealth™ Way
- Clients come to you with their assessment already complete
- Full fact find and 8-pillar scores before the first meeting
- FSCA, PI, CPD, and RE5 compliance tracked automatically
- Practice insights showing exactly where your revenue opportunities are
Everything You Need to Grow Your Practice
Built by people who understand the SA financial planning landscape.
- Pre-Qualified Introductions — Access a marketplace of clients who have already completed a comprehensive wealth health assessment. You see their gaps before the first meeting.
- 8-Pillar Scoring — Every client arrives scored across all 8 dimensions of their financial life — so you know exactly where to focus.
- Holistic Coverage Tracking — See your whole book at a glance and where each client needs attention.
- Professional Fact Find — Structured client data in the format you work with daily. Income, assets, liabilities, risk profile, estate planning — all populated from the assessment.
- Automated Compliance — FSCA licence renewal, PI expiry, CPD tracking, RE5 status — all monitored with countdown alerts. The platform handles the admin so you can focus on clients.
- Practice Insights — Understand the health and value of your practice at a glance.
Getting Started
From registration to your first client brief — in under a day.
- Register & Verify — Complete your profile, upload your RE5 certificate, and verify your FSCA credentials. We verify every planner before activation.
- Build Your Book — Invite clients via discovery links, accept referrals with your unique code, or connect with users that are looking for a planner.
- Serve With Insight — Access detailed client briefs, fact finds, pillar scores, and meeting prep — all generated from assessment data your clients have already provided.
Compliance Built In
We verify every planner. And then we help you stay compliant.
- RE5 Verified — Certificate uploaded and validated during registration
- FSCA Licensed — FSP number verified with 90-day re-checks
- PI Insurance — Cover tracked with expiry warnings at 60 days
- CPD Tracked — Full cycle tracking with pace indicators and certificate uploads
All planners must hold a valid RE5, active FSCA licence, and current PI insurance to operate on the platform.
An operating system for your book of clients
One place to manage every client relationship end to end — onboarding, compliance, practice insights, and pre-qualified Introductions.
- Full platform access and client management
- Automated compliance tracking and alerts
- Practice insights and benchmarking
- CPD tracking with certificate uploads
- Client discovery link invitations
- Meeting prep and PDF report generation
Stop Prospecting. Start Planning.
Your next client already knows their gaps. They are waiting for someone qualified to help.
BuildWealth is an informational platform. All planners must be FSCA-registered with valid RE5 certification and professional indemnity insurance.
Frequently Asked Questions
Does BuildWealth Sell Leads To Financial Planners?
No. BuildWealth does not sell leads or client data. Clients complete a Wealth Health assessment and consent to being introduced to planners. A planner pays an Access Fee for an Introduction and for Access to that client's profile on the platform.
How Is An Introduction Different From Buying A Lead?
A purchased lead is typically contact details only. An Introduction is a client who has completed a full assessment, consented to be contacted, and chosen the planner they want to meet. The planner sees the client's scores and fact find before the first conversation.
When Is The Access Fee Charged?
Expressing interest is free. The Access Fee is charged only when a client selects a planner and that planner accepts the Introduction. The fee is shown before accepting.
Does An Introduction Guarantee A New Client?
No. The Access Fee pays for the Introduction and Access to the client's profile, not an outcome.