Financial advice toolkit

Financial advice toolkit

Navigate the financial advice process

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This tool helps you navigate the financial advice process with confidence by showing you:

  • how to prepare to meet an adviser
  • what to expect in the first meeting
  • what to do after you receive advice.

You can use this tool at any stage of the financial advice process, and you can return to it at any time.

As you work your way through each section, items will be added to your customised ‘to-do’ list below.