Get the complete picture with real-time access and insights

Sayers offers a personalised whole-of-wealth view that delivers a unique combination of real-time access and insights to allow you to stay connected to your wealth in the way you want.

Taking A Broader Perspective

A Whole Wealth View

Leveraging technology, we deliver a personalised service which includes a holistic balance sheet and offers the convenience of communicating with your adviser via the app. You can also:

  • Interact and collaborate seamlessly with trusted advisers
  • Keep documents secure in a document vault
  • Review and accept recommendations with the click of a button

Adding Investment Value

Investment Portfolio View

Our dedicated investment portal allows you to engage with your portfolio in real-time. You can use this portal to:

  • Continuously track your progress towards your goals
  • Manage and report on your bespoke portfolio
  • Ensure your investment preferences are preserved