Getting started easy!

Here are some areas to focus on when starting out:

Step 1: Activate your account and download the mobile app

Step 2: Add your spouse under in myteam

Step 3: Build your balance sheet in mywealth

Step 4: Review your cash flow in mycashflow

Step 5: Upload your personal insurances policy in myprotection

Step 6: Setup your goals in mygoals

Step 7: Store any other important documents in mydocs

You’re done – congratulations, you’re one step closer to achieving financial freedom!

Download your guide