Goodmans FP

Goodmans in your pocket! A secure and direct way for Goodmans Financial Planning clients to track your plan, share information and stay connected with your advice team - wherever you are. • Simple and convenient Makes it easier to manage everyday admin, keep important information safe and see your financial picture in one place. View your investments, upload documents, review your actions and contact us securely at any time. • Secure Send encrypted messages through the app and avoid the risks of email, such as messages being intercepted, lost in spam folders or important documents going missing. • Less admin Replaces logins for investment platforms with a single dashboard and streamlines paperwork, for clients and the Goodmans team alike. Uploading documents is as easy as taking a photo and tapping send - no more printing, scanning or emailing. • Better visibility Get a clearer view of all the investments we look after for you and your family in one place, including live portfolio valuations. You can also see your conversations with the Goodmans team, find key documents, keep track of your goals and more. • An extra connection Face-to-face advice will always remain an important part of what Goodmans does. The app is a natural evolution of how we support clients: secure access to key information, less day-to-day admin, enhanced connection to the team and a clearer way to stay engaged with your financial plan. If you're a Goodmans client and don't already have a client portal login, just contact us and we'll set you up for the app. www.goodmansfp.com