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WESLEYAN - Financial care since 1841

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Introducing the Financial Plan

See your financial future at a glance

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.

83% of people who receive the Financial Plan recognise it as a useful tool for helping to plan current and future financial priorities.

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.

Your Financial Plan 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 please use the More info link below

More-Info

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