Finances can get complicated. Mortgages, insurances, bills – and then there are those cherished dreams you haven’t quite made plans for yet. Carrying out a Wealth Review is a great step towards making solid gains on your goals, no matter what they are:
Once you have your report, you have a great start for planning your next financial move.
1. Talk to BT
We’re here to help you throughout your journey, to help you achieve your financial goals and to give you financial peace of mind. Please call us on 1300 856 023 if you need to ask for guidance, or would simply like to find out more about BT’s products and services.
2. Do it yourself
Your report is an invaluable resource you can update as your circumstances change. Make sure your keep your login details in a safe place: