The Financial Future consultation is about your financial dreams and goals: buying your first home, retiring early, funding your children’s higher education or something else altogether. Together with an adviser from the Preferred Banking team, you’ll go through a list of questions about all the important topics and receive a summary of what you’ve discussed and the next steps to take. You can process this information at your own pace and make your next decision with confidence.
Enter your details and make an appointment.
One of our advisers will call you at the scheduled time. No need to prepare – the adviser will provide feedback on your ideas. Our experts are fluent in English.
You’ll be emailed a summary of the consultation, plus information on the next steps to take.
Enter your details and make an appointment.
One of our advisers will call you at the scheduled time. No need to prepare – the adviser will provide feedback on your ideas. Our experts are fluent in English.
You’ll be emailed a summary of the consultation, plus information on the next steps to take.
