PART 1 - Set Up Your Account.
Welcome to our Guided Investor Investment process.
As we have outlined on the previous page, emphasis here is on "Guiding" you through choosing the type of Investment which best suites your need or toward your specific savings Goal.
This option is focused generally on a single specific goal which you are saving towards and does not include a full planning analysis. If you are looking for a Multi Goal Plan then we would suggest you look at our "Planned Investor" option.
As we will be sending you personalised information going forward it is important that we have your correct details. Please would you fill in the table below and make sure you use your best and confidential contact details. Once you have submitted your details, you will automatically be taken to the next step in the process, (Completing your Risk Profile Questionnaire). We look forward to assisting you.