Once you reach out to Income Solutions and begin the financial planning process, you will be given access to our innovatory client portal, MySolutions. MySolutions is your own personal portal that allows you to visually track your goals, review your advice strategies and keep in touch-in real time with your adviser.
MySolutions has been designed to enhance the relationship you have with your adviser and provide you with uncomplicated access to all your past presentations, personal information, and education resources in an easy-to-use web-based portal. You will be able to review your advice strategies and track your progression to ensure that you are on course and achieving your goals.
While Income Solutions has invested in state-of-the-art online technology solutions, we never forget that our most valuable resources are our people and the relationship they build with our clients. Our staff and your Financial Planner are always directly available to you as a core financial Resource.
You may find the following tools and resources useful:
Client Education Series Investments / Superannuation & Retirement / Wealth & Redundancy Planning / Personal Risk Insurance / Business Risk Insurance / Estate Planning / Our Advice
Client Education Series link
Budget Calculator Download the interactive form here This interactive form may be used to assist in calculating an accurate estimate of your annual expenditure.
Financial Service Guide
A guide to help you understand the services we offer for Geelong:
Income Solutions Geelong FSG Part 1 – Version 1 December 2023
Income Solutions Geelong FSG Part 2 – Version 1 December 2023A guide to help you understand the services we offer for Colac:
Income Solutions Colac FSG Part 1 – Version 1 December 2023_
Financial Services Guide Part 2 ~ Colac 1 July 2022Privacy Statement Protecting your personal information is our priority. View this content online
Licensee Website Link Click here to visit
E-books Not sure where to start? Try our free eBooks on a range of topics:
- Starting Out in Financial Planning, Click here to download it
- Wealth Accumulation Click here to download it
- Transition to Retirement, Click here to download it
- A Practical Guide to Estate Planning, Click here to download it