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How to book your annual review

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

You can book your annual review with your adviser in the Welfie app.

Steps

  1. Open the Welfie app and go to the Booking tab.
  2. Tap Book my review.
  3. If you'd like to meet a particular adviser, choose their name above the calendar.
  4. Pick a time that suits you and confirm it.

Once your review is booked, you'll get a confirmation email with the details. Your meeting then shows on the Booking tab.

Tip: if you share your finances with a partner, you can add them as a guest when you book. See Adding your partner to your annual review.

If something isn't working

  • You can't see Book my review: this button shows when your annual review is due. To talk to an adviser at another time, tap Book your session under Talk to an adviser.
  • You need to change the time: see How to reschedule an adviser booking.

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