This is a great tool to check in with how you are going with your financial goals.
It takes just 5 minutes!
This second step is the About You Questionnaire which will help in less than 20 minutes outline your current financial position.
Please download and read this Financial Services Guide because it contains important information about us and our business, including your financial services rights and our responsibilities to you.
Once you are finished with steps 1, 2 and 3 it’s now time to arrange a meeting with our Excel team!