Financial Planning 'MOT'
Make your financial plans more effective and plan for a better outcome – through personalised projections and guidance from an expert adviser.
Sign Up HereGreater 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
Hassle-free: how your Financial Planning 'MOT' works
- Enter information on any investments you hold (we’ll gather Netwealth account details if applicable)
- Include your current savings, investments, and goals in the online wealth planner
- We’ll bring this all together to help you get the clarity you need – and help you make the right decisions for your future
A Financial Planning 'MOT' costs £400 for an individual or £600 for a joint plan.
The power of joint financial planning
Understanding how your finances may look as a couple is not always straightforward or easy. A shared financial plan can be essential to align your goals, manage resources and to efficiently plan together. Our tools and technology – along with your guidance session with your adviser – will allow you to visualise what this might look like for you.
- Set common financial goals and have the confidence to achieve them
- Make the most of tax allowances and wrappers for a couple
- View a joint projection of your future savings and any planned withdrawals – and assess how likely you’ll achieve your joint objectives
- See how different variables, such as your combined risk level, may impact your financial future
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 video call with an expert adviser to discuss your plans
Financial 'MOT' report: Detailed report of key takeaways service as a reliable reference point for planning, decision making, and revisiting if circumstances change
Sign Up HereNOT included
Specific recommendation on what to invest in or sell: Instead, we'll focus on where your current allocation and level of risk, and assess 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 for us 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