Welcome to the Financial Planning and Advice portal

Welcome to the new Financial Planning Centre of Excellence portal. Every month we will upload new content here for your use. The material will include technical and legal updates, essential documents, tools and other items of interest. Please check back frequently and make the most of this resource. We will also be archiving all the material so that you can refer back to it at your leisure.


Current Newsletter:
August 2021

Please Note: The articles hosted on this platform are produced regularly and based on the relevant legislation at that time. Even though all steps are taken to share amendments in legislation, not all articles are updated, but rather replaced with new articles. It is therefore important to consult the latest articles on a specific topic and if that article is older than 12 months to consult with your legal adviser to ensure that it is still relevant.