Do you ever feel like you could be doing more with your money? Many of us do, but sometimes it’s difficult to know where to start. At WHIMCA, our dedicated financial planning services can offer expert advice and guidance to bring you closer to the financial goals that matter to you.
Connecting with a wealth specialist
When you reach out to our financial planning team, the first thing we’ll do is determine whether you would be best suited to working with a wealth specialist or a Premier relationship manager. Once we’ve matched you with an adviser, they’ll set up an initial consultation to discuss exactly what you want to achieve.