Our in-depth presentation has been designed to provide you with clear and practical information to understand if your current investment plan will support your financial goals in the long-term.
During the event our team of qualified financial advisers will teach you how to:
Following the session, you will have a complimentary review of your portfolio with our qualified advisers. They will provide an analysis on the structure of your portfolio, the impact of its associated costs and charges, and share guidance on how best to meet your financial goals.
Using our online planning tools is a key part to participating in the presentation and one-to-ones, allowing you to interrogate your investments alongside our qualified financial advisers.
During the session you will be shown how to make the most out of the tools, enabling you to
The Netwealth approach, material and personnel are some of the best I have come across in this complex field. Their online planning tools are also of a very high standard.
The Netwealth service has provided me with financial peace of mind, with its very low charges and user friendly access to my account. I am extremely pleased with the switch.
Expert financial planners to discuss your retirement and recommend the best approach.
Powerful online service for you to plan for your pension or other investments.
Seasoned investment team looking after your pension.
Transparency - access and monitor all holdings in your portfolio 24/7.
Fully managed pension transfer on your behalf and consolidation in one accessible place.
Regular personal and employer contributions available.
Institutional-grade security: all clients assets are separately custodied and ring-fenced.