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Adding your partner to your annual review

If you'd like your partner to join your annual review, you can add them as a guest when you book.

If you share your finances with someone, you can invite them to your annual review as a guest when you book.

Steps

  1. Open the Welfie app and go to the Booking tab.
  2. Tap Book my review and choose a time with your adviser.
  3. On the Confirm your details screen, check your own details. Then scroll down to Add Guests.
  4. Under Guest 1, enter your partner's name, email address and phone number.
  5. Tap Confirm to finish your booking.

To invite someone else as well, tap Add another before you confirm.

What happens next

Your partner is added to your review. Someone from our team may call them before the review to get a few more details. That way, everyone can focus on the conversation on the day.

Tip: check your partner's email address and phone number before you confirm. We use them to get in touch.

If something isn't working

  • You've already booked without your partner: tap Reschedule on your meeting card in the Booking tab. Add your partner as a guest as you go through. If that doesn't work, chat with us. Tell us the date and time of your review and your partner's details, and we'll add them.
  • Your partner hasn't heard from us before the review: chat with us and we'll follow up.

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Still need help?

Tap the chat icon at the top right of the screen and our team will help. If chat isn't available, call us on 1300 471 314 or email info@picturewealth.com.