Keep Your Diary Up-To-Date and Connected


It is important that your calendar is up to date and blocked out correctly. If we let a client down, and you cannot attend an appointment, this will not help you achieve your desired outcomes and results.

*** It is supercritical you block out all public holidays that apply to your state. If your diary is not blocked out (with the exception of Easter, ANZAC day and Christmas),and an appointment is scheduled- the credit will be voided if the appointment cannot be moved. This still applies even if the client was going to cancel anyway. ***

Please let customer service know at least 48 hours before the appointment time and they will do their best to re-appoint that client for you. If we are unable to reappoint it, we will attempt to re-allocate it to another planner. But if the client cancels and we can’t re-booked it for you or reallocate it to another financial planner, you will forfeit the credit.

It is extremely important you keep your diary up to date as we book appointments based on your disclosed availability.