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Reference number

PLN-20250930-AD1234

Next steps

Request received

Just now

Your enquiry has been logged and assigned to our team.

Completed stage

Advisor review

Within 24 hours

A financial advisor will review your information.

Current stage

Initial contact

1-2 business days

We will contact you to arrange an introduction call.

Pending stage

Plan preparation

2-4 business days

Your advisor will prepare your tailored plan.

Pending stage

Advisor review

Our advisor is reviewing your details and will reach out with the next steps soon. Expect an update within 24 hours.

We anticipate completing all steps within five business days.

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