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Onboarding

Welcome to Independent Women.

Getting started.

Your financial future starts here.

Thank you for choosing to work with the Independent Women team. We provide an extraordinary financial planning, tax and investment experience, that is created entirely around you. We look forward to meeting you, finding out more about how we can help and taking the first steps towards your fresh financial future.

1. Our first meeting

We provide a complimentary initial meeting, so that we can get to know you and understand your financial needs and objectives, and so that you can get to know us, too. To assist us with preparing for the meeting and to make the most of our discussion time on the day, we have prepared some key information for you to read. We would be very grateful if you could take a few minutes to do this prior to your appointment.

2. Privacy

To protect your personal information, we share all communications and documents with you via your personal finance portal. It is helpful if you register for this as soon as possible. Once registered, you can also share any background information securely ahead of your appointment.

3. How we work together

Our financial planning and wealth management services brochures will walk you through how we will work with you to help you achieve your financial goals. It is important that you read these documents as they  details the services we offer and how we will charge for these. If you have any questions about the content within the brochures, please do speak with your planner during your initial meeting.