Retirement Planning Guide

Planning for retirement can seem like a daunting task but it is important to think about how you are going to support yourself financially in your later years.

Download our guide

Review

Make your financial future more accessible by registering for our review service and keep an eye on how your investments are doing.

What is Review?

Review is a complementary service offered by Willis Owen that helps you monitor and manage all of your investments with ease by allowing you to view them all in one place. If we are already your servicing agents we'll be able to provide automatic valuations on most, if not all of your funds.

What are the benefits of Review?

  • Get daily updates on the value of your funds
  • View our latest investment research, valuations and performance charts
  • Keep an eye on your investments, securely and easily, 24 hours a day
  • See how your investments are performing with our ‘Portfolio xray’ tool
  • Review your portfolio risk score to see how risky it is