Financial advice options

In person

Talking face-to-face to your financial adviser can help you get to know each other. Meetings usually happen at their office, but some advisers can visit you at home – it’ll depend on the service they offer.

This option may suit you if:

• you enjoy talking to someone in person
• you have time to travel to and from appointments, and
• you’re looking for scoped or comprehensive advice.

Phone-based

Talking to your financial adviser over the phone works for a lot of people. Phone-based advisers are usually skilled in building rapport quickly and clients enjoy the convenience it offers. They provide a service that can lower cost, particularly if you have only one or two issues in which you would like advice. It’s a good choice if you don’t have time to visit an office, live in a remote area of if travelling isn’t easy eg if you have a disability.

This option may suit you if:

• you enjoy talking to people over the phone
• you have one or two areas you want advice on
• it’s difficult to travel to and from meetings, or
• you want flexibility and appointment times that suit you.

AMP Goals 360 Experience

AMP’s flagship advice experience is an innovative approach to financial advice that has goals at its heart. It combines a digital interaction with personalised expert help. The AMP Goals 360 experience helps you to explore, plan, track and, most importantly, realise your goals. Only available at selected AMP Advice practices around the country, this option is delivered face-to-face.

This option may suit you if you’re:

• looking for a different kind of financial advice experience
• interested in exploring your goals in-depth, using an interactive digital platform, or
• looking for scoped or comprehensive advice.