Private Sector Online Financial Review Application Form
MadeSimple is a digital financial planning platform which innovates how financial advice is delivered to clients. We use technology to facilitate a more personalised and environmentally friendly financial advice service from the comfort of your own home or business.
This is what happens when you Submit the Online Application Form below.
You – Complete a short online application form (approx. 5 mins).
We – Generate your personal report that outlines your current benefits.
Together – We schedule a review online (we use Zoom, or a platform you may suggest) or over the phone to discuss the report and what options are available to you.