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1. We will call you for a 15 minute telephone conversation.

So we can start preparing options for you, our advisers will need to know some basic facts about your organisation, for instance:

• Number of employees


• Location(s) of your business

• Stakeholder(s) in your organisation (eg; HR Manager, Payroll Manager, Intranet / Internal Communications Manager, external stakeholders)


2. We’ll organise to come and meet with you at a time and place that suits you.


At a time that fits with your schedule and based on the information you have already provided, we will present you with some options that may suit your employees’ needs.


There is no need for an endorsement or a recommendation from your organisation. The financial product options we present to you will be directly sourced from financial advisers who are either Authorised Financial Advisers or Registered Financial Advisers.

Your role is to let us know whether what we can offer is going to be of value to your employees.



Call to get started today.

0800 246 801

or email