Getting the most out of your robo-advice solution
Despite all the noise, change and complexity in the financial advice sector, we know all you really want is an adviser who cares about your individual situation, pays attention to your goals, and delivers not just what you ‘need’, but also what you want, when you want.

Whether it be having enough money to send your kids to private school, owning a holiday house or investment property, or having sufficient savings for a comfortable retirement, it’s important to make sure you’re getting the most out of your financial advice.

With financial advisers increasingly seizing digital technology to support in providing their clients with advice digitally, here are three quick ways to make sure Ignition Wealth’s client portal works for you:

  1. Understand your financial position

The Ignition Wealth portal provides you with a financial snapshot of your financial position to support you in understanding what stage you’re at on the path to financial freedom. Working closely with your trusted adviser, you will be supported in making investment decisions to make sure you continue to progress towards your financial goal.

2. Communicate smarter

Our client portal keeps you in touch, advised and engaged with recommendations based on your financial circumstances, digitally, when you want it. Ignition Wealth’s online portal is set up and ready to respond to questions to the most common questions so you have the most useful information at your fingertips.

3. Keep your ‘wants’ front of mind – for you and your adviser

It’s important to keep your financial aspirations – or “wants” – outlined beside your needs. The Ignition portal makes this easy to do, so your aspirations stay front of mind, not just for you but for your adviser too.

To find out more about how you can access Ignition Wealth’s solutions as a [Your Company] client and get started, get in touch [Your Company]’s CTA here.

 

This is number 6 of a series. You can find 1 here, 2 here, 3 here, 4 here, 5 here and 7 here.