Organise your Finances
The Organise your Finances service helps us to pinpoint your financial goals, whether they are personal or family, short- or long-term, by carrying out a financial check-up. We alert you to issues that in our experience need close attention. We help you prioritise your targets and needs and suggest suitable solutions for you.
Financial Check-up
The check-up you and your Personal Advisor do examines main areas of your finances:
- Financial goals and plans to achieve them
- Loans and banking transactions
Organising your finances
We
examine how your finances are organised and managed.
We look at the extent to which your choices so far match your financial goals.
We alert you to issues that in our experience need close attention. With an overall picture of your finances, we can then suggest solutions tailored to your profile and priorities.