Empowering Holistic Financial Well‑being
Affluent curates practical tools, partnerships and education that complement advisory work — helping advisors and individuals protect today and grow tomorrow.
Affluent curates practical tools, partnerships and education that complement advisory work — helping advisors and individuals protect today and grow tomorrow.
Digital solutions that simplify estate, investment and insurance planning.
We connect advisors, lawyers and educators to deliver seamless client journeys.
Financial literacy and investment confidence — for both clients and professionals.
Since 2018, our flagship estate planning toolkit have supported thousands of families and advisors in creating clarity and control over their legacies. Affluent’s platform evolves with your needs — from protecting today to growing tomorrow.
Basic Wills
Create a simple, legally-valid will in no time — ideal for straightforward estates.
Bespoke Wills
Partner with our financial and legal panel for more complex or customised estate needs.
Advance Care Planning with LPA
Plan for medical and mental incapacity with clear directives and LPAs.
For advisors and practitioners, integrate holistic estate and investment tools into your client journey.
Deliver value beyond product sales.
White-label estate toolkit
Lead-generation partnerships
Continuing education modules
