Handy Toolkit

To support your search for a financial adviser, our handy toolkit includes a set of essential guides that help you break down what your current and future financial advice needs may be.
What is your plan?
Using our framework, we look at your financial needs fit into your overall financial plan, including protection, planning and preservation.
Where are you now?
Categorised by life stage, use our interactive cycle to find out where you are now and what you should currently be thinking about financially.
How to prepare
Before meeting your adviser we recommend that you answer our ten simple questions to prepare yourself. Also download our checklist and budget planner to guide you during those first discussions.