Onboarding timeline
We review your current accounts, income sources, and near-term cash needs. You receive a short list of documents to gather before the next step.
Statements, tax summaries, and pension details are checked against your goals. We flag gaps like uncovered insurance or high-fee holdings.
You get a written outline covering savings rate, asset allocation, and withdrawal order. Nothing is locked until you confirm the assumptions.
We walk through the plan together, adjust for tax or cash-flow constraints, and agree on the first three actions to take in the next month.
Accounts are rebalanced, automatic transfers are set, and beneficiary details are updated. You receive a checklist of what was done and what remains.
We compare actual spending and contributions against the plan. Changes in income or family situation are reflected in a revised projection.
Before your first session, we walk through your current accounts, income sources, and any existing investments. This step is about gathering facts, not selling products. You will leave with a clear picture of what we can review together and what stays outside the scope.
Support channels and response times
Send your question to info@finwise.com.au and we will reply within one business day. This channel works best for account questions, portfolio reviews, or requests that need a written record. Attach any relevant statements or spreadsheets so we can give a precise answer.
Call +61.3.2975.6088 between 9:00 and 17:00 Australian Eastern Time, Monday to Friday. Use this line for time-sensitive issues such as a missed transfer, a locked account, or a question about a pending trade. Average wait time is under four minutes.
Before writing to us, check the FAQ page. It covers account setup, withdrawal rules, tax statements, and how we handle market closures. Most readers find what they need there without waiting for a reply. If your situation is not listed, the contact form is the next step.