Thank you for contacting us

Your message has been received. A member of our team will reach out to you soon.

Reference number

PLN-1023-2025-AUS

Next steps

Initial review

Within 1 business day

We check your enquiry and assign it to the right advisor.

Completed

Advisor assignment

Within 1 business day

An experienced team member will be selected to help you.

Completed

Personal consultation

Within 2 business days

You will be contacted to discuss your needs in detail.

In progress

Plan recommendation

After consultation

We will share our recommendations for your situation.

Not started

Personal consultation

We are preparing to contact you for an in-depth conversation about your financial planning needs.

Your advisor will be in touch within two business days.

Need assistance?

If you have questions or need further information, our support team is happy to help.

Keep your reference number handy for any follow-up or status updates.