You will receive a call back to schedule a meeting.

You will receive a short questionnaire and investment risk profiler, that you are required to complete and return before the meeting.

These completed questionnaire must be received by Willis Towers Watson at least 3 days before your meeting – or it will need to be rescheduled.

You will attend your meeting with a WTW Financial Planning Consultant. We would encourage you to bring someone along with you to the meeting.

You will receive a written report in the days following your meeting summarising your offer and presenting the analysis discussed at the meeting.