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Introducing our new Financial Plan report

See your financial future at a glance

Contact your local Financial Consultant today



Having an annual financial review with your Wesleyan Financial Consultant allows you to consider your current financial arrangements and future aspirations.

Once you have a review, you will receive a personalised Financial Plan report which is designed to provide a clear and concise overview of your current financial arrangements.

Whether you're looking to protect your family, home and lifestyle against unforeseen events, or build a nest egg for the future, our Financial Consultants have the expertise and experience you can trust.


Contact your local Financial Consultant today

Your Financial Plan report will provide:

  • An overview of your finances
  • A summary of your current holdings and liabilities
  • Detailed information on your occupational benefits
  • A comparison of progress against your financial objectives
  • An indication of any ongoing shortfalls

Sample Financial Plan

To see an example of a Financial Plan report please use the More info link below

More-Info

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