Thank You for Your Interest

Your application has been successfully submitted. We're excited to help you on your financial planning journey and will be in touch very soon.

What Happens Next

1

We'll review your application and financial planning goals within one business day

2

One of our advisors will contact you to schedule your initial consultation

3

We'll begin developing your personalized financial planning approach

Typical response time: Within 24 hours

Business hours: Monday-Friday, 9:00 AM - 5:00 PM AEST

Your Reference Number: FP-2025-789456

Please save this reference number for future correspondence