Leading the way

Your client portal is an online location designed to allow us to securely communicate and share information with each other. All our documents can be electronically signed and shared safely via the portal. The portal will also securely house your financial plans, suitability reports, risk analysis documents, cashflow forecasts, research and compliance documents.

Cashflow planning is the process of looking at your current financial situation and planning ahead for the future. Using this technology during our meetings will allow us to explore many scenarios. It provides clear outcomes in an easy to digest format, enabling you to assess different options and be confident in how your life plans can be supported.

You will receive a detailed annual review document as well as a regularly updated financial plan. We know how valuable your time is, so following each review meeting we will send you a short video report covering the highlights of the meeting. It serves as an excellent reference source, allowing you to easily refresh on the key points without referring to the more detailed documents.