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How to book your financial review & add a partner

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

To book with your review:

  1. Open the Welfie app and go to the Booking tab.
  2. Tap Book my review.
  3. If you have a preferred PictureWealth adviser, click the dropdown above the calendar and choose your adviser's name.
  4. Available slots in their calendar will appear. Select one and confirm.

Once your review is booked, you will receive a meeting confirmation email with further details.

ℹ️ If you share your finances with someone, we recommend including them in your annual review. A joint review helps your adviser understand the full household picture, like mortgage, cashflow, insurance, retirement plans, etc. so they can provide guidance that reflects your life as a family. 

How to add your partner/family member to your review meeting: 

  1. Open the Welfie app and go to the Booking tab.
  2. Tap Book my review and select a time with your adviser as usual.
  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 complete the booking.

If you'd like anyone else to join as well, tap Add another to add more guests before confirming.

Added a partner/family member? Here's what happens next

Once your booking is in, your partner will receive an email with the option to book their own 15-minute onboarding call — or one of our team may reach out to them directly. Either way, the short call gets them set up ahead of the review, so on the day everyone can focus on the conversation.

A few things to know

  • Email and phone number matter. We use these to reach your partner for their onboarding call, so double-check they're correct before you confirm.
  • Already booked without a guest? The best way to add a guest after you've booked your review meeting is to email us at clientexperience@picturewealth.com.

    Alternatively, tap Booking tab on the Welfie app, choose Reschedule, and you'll be able to add your partner as a guest on the way through. If that doesn't work, message us in chat with the date and time of your appointment and your partner's details, and we'll add them from our side.
  • Prep still applies. The lead-up steps in Preparing for your annual review — updating your details, checking your connected accounts — are worth doing before a joint review too.

Need more help?

If you have any issues adding your partner, or they haven't heard from us before the review, message us in chat and we'll sort it out.