
Look for your email confirmation
We will send an email to confirm the discussion time with one of our advisers. Our financial adviser will phone you at the number you have provided at the designated date and time (it will be a 30 minute phone call).
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Prepare some
information
This is your chance to get clarity on any burning questions you may have. Feel free to share your thoughts, concerns, and aspirations openly - this is a safe space for you to express yourself.
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Look out for your
reminder email
You will receive an email reminder 24 hours beforeyour scheduled call with us, so that you have the details handy for your discussion. Please let us know as soon as you can if you can't make the call.