Our aim is to give you access to all your Income Solutions presentations and information in 1 easy-to-use portal. We save all your past presentations in your account to provide you a snap shot in time. This makes it easy for you to see how far you have come and what goals you have achieved. If you need a reminder of what strategies you have been presented, simply log in and open the presentation.
First, make sure you have your my.solutions login details handy. This is typically the email address you have provided to us, and a password you have created. If you are unsure what your password is, and have tried the forgot password tool, please contact us.
Past presentations can be accessed by logging into my.solutions, clicking the Knowledge Centre on the left-hand side menu, then Toolbox. You’ll then see a list of presentations available for viewing.
Across the top you’ll see grey boxes– clicking these enables you to instantly view your last key strategy slides presented during your last Big Picture meeting.
Click on the image below for direction:
Below the grey boxes, on the left hand side of the screen there is a list of Presentations – here you will find every meeting ever presented to you using my.solutions.
For example, you can view all slides during your last review meeting, these can be found under the Staying on Track tab. Click this and the menu will expand showing all past meetings.
If you have any questions about my.solutions or would like a demonstration of the portal please do not hesitate to contact the office and we can give you a hand.
Geelong: 03 5229 0577
Melbourne: 03 9654 0555
Colac & Hamilton: 03 5232 1200