If you’re new to financial planning, it can be difficult to know where to begin. That’s why we built this tool – to give you a starting point.
Our tool lays out a few options, then asks you to select the most applicable one to you and your circumstances. Once you’ve completed the questions, you’ll receive a summary of your financial objectives and current position to help you identify your priorities.
When you know what your priorities are, it’s a lot easier to speak to a Financial Adviser and tell them what kind of advice you’re looking for. So beneath your summary, there’s an option to submit your answers and have a qualified adviser. Once they know your goals and circumstance, they’ll get in touch to have a chat.
This form only takes a couple minutes – so start now!