Self-Serve Fact-Find
Start Your Fact-Find
Know you're ready to engage an adviser? Skip the intro call and go straight to the secure onboarding portal. We'll email you a magic link to pick up where you left off anytime.
How it works
1
We email your link
A secure one-click sign-in lands in your inbox within a minute.
2
Complete your fact-find
Your details, goals, assets, liabilities and super — in 20–40 minutes. Auto-saves.
3
Your adviser takes it from there
Mounir reviews your submission and reaches out to book your first meeting.
Your data stays yours
Only you and your adviser can see it. Encrypted in transit and at rest.
Pause and resume
No time pressure. Come back when you have your paperwork handy.
Prefer to chat first?