pre-meeting checklist
This page breaks down what tasks we may need you to complete ahead of your annual review meeting with Realise Financial Planning.
We'll let you know which details we need from you personally via email. Until then, feel free to investigate the sort of information we may need you to update before your meeting.​
​​​​​The more information we gather from you before your annual review meeting, the better. By ensuring all your information is up to date and relevant to your current lifestyle, we're able to provide the most relevant advice. Completing these tasks beforehand enhances the quality of your review, and allows you to assemble your personal information at your own pace.
Please be aware that by clicking on the below links you are leaving the Realise FP website. Realise FP nor Sense Network Limited are responsible for the accuracy of the information contained within the linked sites accessible from this page
What do we need from you?
Have you logged into the Realise Financial Planning Client Portal?
​
This is the best place to update your personal information, share documents with our administrators and send messages to your adviser.​
​
It's important that you register for access to our back office system, so please do this when you can. For couples that want to be able to view and update each other's information on the Client Portal, please send a message to us consenting to share this data.
​
Sharing documents with us is as easy as navigating from Dashboard > View Documents > Upload Document.
​​
Have you sent us your up-to-date expenditure details?
​
This is how we are able to investigate and evidence that our support enables you to understand, sustain or adjust your expenditure in relation to your savings.
​
To do this you can either: fill in the Expenditure fields in the Fact Find section of the Client Portal; or add expenses to your CashCalc profile.
Couples, please be aware of duplicating your expenses if you're completing this task separately and don't have access to each other's information.​​
​
If you don't feel confident with either of these options, you can securely share your own expenditure records with us through our back office system. We can then fill these fields for you.
​
Thank you for completing your pre-meeting checklist!
We look forward to seeing you soon.