Complete your Fact Find for your Zebra review meeting

Now you can run your financial life digitally with Wealth Central. It’s a leading financial advice platform, and it’s your ticket to a whole new world of convenience, clarity, control and confidence.

Better still, as a client of ours, it’s all part of the service. Please log in to your Wealth Portal to update your assets and income, and therefore complete your fact find, prior to your Zebra Review Meeting.

Convenience

Enjoy a 360° view of your financial life – any time, anywhere – via your favorite digital device. Stay on top of your financial plan with the ability to easily engage with your adviser and store your financial document electronically.

That’s the way it should be, right? With Wealth Central, that’s the way it is.

Control

Project your future – vividly and instantly. With Wealth Central’s Our Future function, you and your adviser can readily examine multiple scenarios to vividly illustrate opportunities, options and outcomes for your best financial life.

Clarity

Using Wealth Central’s Dashboard, the fog that might otherwise prevent you from fully engaging and understanding your finances is replaced with brilliant sunshine. Wealth Central’s vivid layouts, infographics and real time data displays keep you in the know and in control.

It’s a constant light bulb moment.

Confidence

Upload and verify your financial data securely via Wealth Central’s Document Vault and communicate with your adviser via the secure direct messaging service. So you can be rest assured that your financial data is secure, accurate and up to date – and that your financial life is in great hands.