Elevare Partner Programme — For Accounting & Tax Advisory Firms

The missing piece
for your firm.

You already have the relationships. You already see the accounts. You already know which clients have money sitting idle or investments that could work harder. Now you have something genuinely valuable to do about it.

Elevare is the specialist partner that fits into your firm as the piece you never had. We handle everything. Your client's situation improves. You earn 40% of every review fee for making the introduction.

40%

Of every review fee — to your firm

€2,500

Standard review fee — €1,000 to you

Investment advice required from your side

100%

Refund if we cannot improve your client

The missing piece

Your firm already does everything right.
Except this one thing.

Accounting and tax advisory firms are built on trust, precision, and client relationships that last decades. You know your clients' finances better than almost anyone. What most firms have never had is a credible, structured answer to the question every good client eventually asks: "Am I doing the right things with my money?"

What your firm already provides

The foundation every client relies on

Annual accounts and compliance
Tax planning and optimisation
Business structure and advisory
Dividend and cash flow planning
Year-end reviews and strategy
Long-term trust and relationship

What Elevare adds to your firm

The piece that completes the picture

Independent fee analysis — what they are actually paying
Return comparison — what is available versus what they have
Capital-protected income solutions at 6–10% annually
Growth strategy with defined maximum downside
Global institutional market access — 35+ banks competing
Every question answered until the client is satisfied

Together, your firm covers everything. Compliance, tax, accounts — and now genuine wealth optimisation. Your client does not need to go anywhere else. You remain their primary adviser. Elevare is the specialist behind you — never instead of you.

What your client gets

Complete clarity.
Most people have never had an honest, independent picture of their own financial situation.

The review gives your client exactly that. What they currently have. What it actually costs them. What is genuinely available instead. Specific options — explained clearly, with every scenario shown in advance. Every question answered. No pressure at any point.

For most clients this is the first time anyone has laid it all out honestly. That is what you are giving them when you make the introduction. Not a referral to another adviser — a genuinely independent picture of their own situation, with real alternatives shown alongside.

The whole thing costs your client

€2,500 fixed fee. That is the whole transaction.

No ongoing charges. No percentage taken from their portfolio. If we cannot identify improvements worth more than the fee within 12 months — we refund it in full. Your client has nothing to lose from saying yes.

The simple case

Two things happen for every client.
Fees go down. Returns go up.

Accountants think in numbers. So here it is, simply.

What most clients are currently paying

Most managed portfolios carry 2–3% in annual fees across platform, fund, and management charges. Most clients have never added this up.

€500k portfolio at 2%€10,000/yr in fees

€1M portfolio at 2%€20,000/yr in fees

€2M portfolio at 2%€40,000/yr in fees

What the review typically produces

Fee reduction to around 0.2%, plus improved returns from institutional-grade solutions. Both happen simultaneously.

€500k — annual saving~€9,000/yr

€1M — annual saving~€18,000/yr

€2M — annual saving~€36,000/yr

The review costs your client €2,500. On a €500,000 portfolio paying 2% in fees, the annual saving alone is around €9,000 — the review fee is recovered in under four months. Add the improvement in returns, and the number is significantly larger. For a logical person, this is not a difficult decision. And your client is not being asked to do anything — just to have a conversation and see the picture.

The introduction

Every client conversation is an opportunity.
Not just year-end. Every time you speak.

This is not something you bring up once a year at year-end accounts. It is something you mention whenever a client asks about their money — their cash, their investments, their costs, their returns. Those conversations happen throughout the year. Every one of them is an opening.

Any client with €250,000 or more in cash or investments is a candidate. That is the only qualifier you need to know. If they have that — and they have a question about it — introduce Elevare. Full stop.

It is this simple

You

"Do you have any questions about your investments or cash — whether you are getting the right returns, or what you are paying in fees?"

Client

"Actually yes — I have been wondering about that."

You

"Let me introduce you to Elevare — have a look at their website and I will set up a call. We work with them. Your situation will be reviewed completely independently, you will see exactly where you stand, and there is a full money-back guarantee. You have nothing to lose."

That is the whole introduction. Warm, simple, confident. You are not selling — you are pointing a client towards something genuinely valuable. Because it is.

The process

Four steps.
One sentence from you is all it takes.

Step 01

Ask the question

You do not need to see a balance sheet to know a client is a candidate. If they have a reasonable income or run a business, they almost certainly have capital worth reviewing. From experience, clients typically hold far more than they share — the qualifier is simply asking. Any client with €250,000 or more in cash or investments is a fit. If you happen to see the numbers — a wealth tax filing, a dividend discussion, a year-end position — even better. But the question costs nothing and you will be surprised how often the answer is yes.

Step 02

Pass us the introduction

Share the client's name and contact with us and let them know we will be in touch. That is all you do. We reach out directly, answer any initial questions they have before the formal call, and warm the conversation before anything formal happens. That warm handover makes a significant difference to how the client engages.

Step 03

We work with the client

We start by understanding what the client has, what it costs them, and what they want from it. We help them get clarity on their current position — fees, returns, structure — and show them what is genuinely available instead. When we are confident we can help, we agree the review fee and proceed.

Step 04

Your firm shares in the outcome

Your firm earns 40% of the review fee. If the client proceeds to implement a solution, there is a further income opportunity — often more significant than the review fee itself. Both are discussed on the onboarding call. The details depend on the client, the solution, and the scope — which is exactly why we have the conversation first.

Your income

Clear fees. Simple splits.
Two ways to earn — the second discussed individually at onboarding.

Review fee split — your firm earns 40%

Standard review

Capital position up to €2M. Full independent review, options presentation, every question answered.

€2,500→ €1,000 to your firm

Significant review

Capital position above €2M. Fee agreed individually based on scope. Same process, same guarantee.

€5,000+→ €2,000+ to your firm

Implementation income

When a client proceeds following the review, there is typically a further income opportunity for the introducing partner. For active partners, this is often more significant than the review fee itself. We discuss the details on the onboarding call.

Why accounting firms join

You already have everything you need.
The only thing missing was something credible to offer.

You do not give investment advice

Your role is a pure introduction. All analysis, guidance, and facilitation is provided by Elevare. You remain entirely within your existing remit from the first conversation to the last.

Your client relationship stays entirely with you

Elevare operates as a specialist behind you — never instead of you. The client remains yours throughout every step. We add value to your relationship, not a competing one.

The only qualifier is €250,000

Any client with €250,000 or more in cash or investments is a candidate. That is the only thing you need to know. You do not need to pre-qualify anything else — introduce and we take it from there.

The guarantee removes every client risk

Full refund if the review cannot identify improvements worth more than the fee within 12 months. No questions asked. You are never in a position of having introduced a client to something that did not deliver.

Your client's fee pays back almost immediately

A client paying 2% on a €500,000 portfolio is paying €10,000 a year in fees. The review costs €2,500. The fee saving alone typically recovers the review cost within a few months. For a logical client — and yours are — this is straightforward.

You have nothing to lose either

No contract. No minimum commitment. No cost to your firm. No compliance overhead. No investment advice required from your side. You introduce when it is relevant, and you earn when your client pays. That is it.

The missing piecefor your firm.

Your firm already does everything right.Except this one thing.

The foundation every client relies on

The piece that completes the picture

Complete clarity.Most people have never had an honest, independent picture of their own financial situation.

Two things happen for every client.Fees go down. Returns go up.

Every client conversation is an opportunity.Not just year-end. Every time you speak.

Four steps.One sentence from you is all it takes.

Clear fees. Simple splits.Two ways to earn — the second discussed individually at onboarding.

You already have everything you need.The only thing missing was something credible to offer.

Start introducing within 48 hours.No contract. No commitment. No cost.

What happens after you register

Register your firm today

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