Financial Planning 'MOT'
Make your financial plans more effective and plan for a better outcome – through personalised projections and guidance from an expert adviser
For employees at:
Greater clarity for more confidence - and more control over your future
Financial planning can be daunting. Whether you haven’t started to think about it or you have a plan already, our Financial Planning ‘MOT’ helps you stay on track. Get the personal guidance you need to build, improve and sense-check your plans for the future.
Key values and benefits for PIC employees
Hassle-free: how your Financial Planning 'MOT' works
- Set up your My Netwealth profile and enter any information on your investments, such as your PIC pension, and any other assets you may own into the Wealth Tracker
- Include your current contributions and your financial planning goals in the Wealth Planner
- We will bring this together to help you get the clarity you need and help you make the right decisions for your future
- If you need more help, you can watch this video which demonstrates how this works
What comes with your Financial Planning 'MOT'
Included
Map out your finances: Consolidate and summarise your financial goals, current wealth and investments
Target your goals: Guidance on the likelihood of achieving your goals with your current plan
One-to-one session: 30-minute personalised guidance call with an expert adviser to discuss your plans
Financial 'MOT' report: Detailed report of key takeaways as a reference point for planning, decision making, and revisiting if circumstances change
Sign Up HereNOT included
Specific recommendation: Instead, we will focus on your current allocation and level of risk, and how these compare to your plan
Personalised tax advice: Instead, we offer guidance on how to be tax efficient and make the most of the relevant tax allowances and wrappers
Implementation of your plan: Instead, we will give you clear next steps which you can apply, or you can work with our wider team to see how Netwealth could help you
If you would like a personal recommendation, and/or for Netwealth to implement your plan, our award-winning advice and investment management service can help you with all your financial planning and investment needs – for an all-in low cost.
More about our services