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Speak to a Trusted Expert, Not a Salesperson
Navigating a major life change is hard enough — you shouldn’t have to worry about your financial future too.
We connect you with seasoned financial planners who specialise in guiding people like you through complex transitions. This isn’t a sales pitch — it’s a genuine conversation about where you are and where you want to be.
We help people who have:
- Received a large inheritance and aren’t sure what to do next:
- Sold a business and want to protect and grow their assets:
- Divorced and need clarity on their financial future:
- Reached the point where retirement is no longer a someday — it’s now:
Why People Trust Us
- Experienced wealth planners who’ve worked with hundreds of clients in similar situations
- Totally confidential, no-obligation calls
- No pressure, no sales tactics — just clarity and actionable advice
- A proven process that helps people move from overwhelmed to in control
What You’ll Get From Your Call:
- A calm, private space to talk through your situation
- Expert insight tailored to your life stage and goals
- Clear next steps — no jargon, no pressure
- A sense of control over what comes next
Only polly certified partners
You're in good hands
All our partners are vetted and reviewed by Polly’s team to ensure they hold up to our standards.
Highly Rated
All our providers have hundreds of 5 star reviews.
In-Depth Review
When you contact Polly we will do an in-depth review of our database to find the perfect partner for you.
Quality Partners
All of our partners are vetted to ensure they are properly certified and licensed.
How It Works
You're in good hands
Fill out the form or take our assessment and Polly will automatically search her database of certified partners so find the perfect option for your situation.
Take assessment
Our assessment will help us recommend the right partner for you.
Polly will find your match
Based on your answers Polly will determine if you qualify and match with one of our partners.
Get the perfect policy
Polly will connect you with a partner that he knows will be able to serve you best and get you the coverage you need!
How It Works
So, how does it work?
Fill out the form or take our assessment and Polly will automatically search her database of certified partners to find the perfect option for your situation.
Take assessment
Our assessment will help us recommend the right partner for you (not all services are the same!)
Polly will find your match
Based on your answers Polly will determine if you qualify and match with one of our partners.
Get the perfect policy
Polly will connect you with a partner that she knows will be able to serve you best and get you the coverage you need!
Is this quiz really free?
Yes — the quiz is free, takes 2 minutes, and gives you instant clarity. If you qualify, the call is free too.
Who will I speak to?
You’ll be connected to a fully qualified, experienced financial expert who understands the challenges you’re facing — especially during big life changes. one of our trusted partner financial planners will give you a call within a couple of minutes.
