Powering Innovation

A better way to manage your wealth

Personal service, modern approach.

My Advice Portal makes receiving our friendly, professional advice even more convenient for you.

  • Personal Account

    Monitor your financial plan – at the tap of a button

    Help manage your financial affairs using your own secure, personal account. Access many of the services that our firm provides to you.

  • Advice Sessions

    Seek our financial advice at your convenience.

    From your personal account, you can request a face-to-face meeting, ask for a top-up investment, or even seek advice entirely online through our ‘Client Meeting Rooms’ video call advice session.

  • Document Storage

    Store your important documents in your personal account.

    Never lose track of an important document again! Securely store policy documents such as Wills or Power of Attorneys, or other important documents.

  • Easy Approvals

    Read and review brochures and advice suggestions.

    Electronically sign any advice-related documents that we might send to you to reduce paperwork.

Client Meeting Rooms

Meet with your Adviser in secure video meetings.

This innovative feature makes it more convenient than ever for us to meet and discuss your financial plans.

Up to four attendees can participate – so we can optionally involve your relatives and other professional advisers.

Real-time document presentations and electronic signatures will help to reduce paperwork.

The sketchpad even allows you to draw with other attendees.

business people video call to discuss retirement planning

Get in touch.

Our team are ready to help.

Contact Us