We understand the importance of maintaining the privacy of your financial transactions. This article outlines the specifics of how adviser access works, assuring you that your individual transactions remain confidential.
Rest assured that your adviser's access is designed to prioritise your privacy and your individual transaction details are not accessible to your advisor. They focus on assessing your overall financial health, concentrating on income, expenditures, and expense categories. Your expenses are grouped into categories such as housing, transportation, and entertainment. However, individual transactions are not visible to your adviser.
You can confidently engage with your adviser, knowing that your transactions are secure and your confidentiality is respected.