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WHY We Use Engagement Hub
Because your time, privacy and peace of mind are important to us.
Engagement Hub is our secure, easy-to-use client portal that keeps all your financial documents, updates, and conversations in one place.
Everything in one place
No more scattered emails, lost documents or waiting for attachments. Your files, forms, messages, and updates live in one secure portal you can access anytime.
Built for security
Your information is protected by multi-factor authentication (MFA) and encryption. This means only you — and authorised members of our team — can access your personal financial data.
Streamlined communication
Engagement Hub keeps conversations organised and easy to follow. Whether it’s a quick question or a major update, nothing falls through the cracks.
Transparency you can see
You can track progress, upload documents, view tasks, update information, and review your plan. No hidden steps. No confusion.
Faster turnaround and fewer delays
Smart forms, digital approvals, and automated reminders replace weeks of back-and-forth emails. It saves time for you and lets us focus on planning and advice, not administration.
A better client experience
EH allows us to deliver advice, updates, calculators, and reviews with clarity and structure. It’s a smoother, more professional experience from start to finish.
What YOU Can Do Inside the Hub
Secure messaging
Document sharing & storage
Digital approvals
Uploading ID and forms
Access to tools & calculators
Tracking your progress
Viewing meeting summaries
Completing discovery information
Reviewing your strategy and goals
WHERE You Access It
You can log in from any device — phone, laptop or tablet — through the secure web link or app.
WHEN We Use It
From your first discovery session right through to ongoing reviews. Every meeting, update, and major step in your planning process is supported by Engagement Hub.
HOW It Helps US
By removing friction, improving accuracy, and keeping your financial life organised and accessible.
It’s modern, intelligent, and built to give you confidence in every interaction with us.
For My Financial Mentors, Engagement Hub streamlines all the administrative tasks and communications, leaving more time for strategic discussions and less time chasing paperwork.
Ready to Get Started?
If you’re a new or existing client, we’ll send your secure login link and guide you through your first steps inside Engagement Hub.