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How to book with a specific adviser

If you have a preferred adviser at Picture Wealth, you can book straight into their calendar from the Welfie app.

You can choose which adviser you meet with when you book in the Welfie app.

Steps

  1. Open the Welfie app and go to the Booking tab.
  2. Tap Book my review.
  3. Choose your adviser's name above the calendar.
  4. Pick one of their available times and confirm it.

Your meeting then shows on the Booking tab, with your adviser's name.

If something isn't working

  • Your adviser has no free times: their calendar may be full for now. Look further ahead in the calendar.
  • Your adviser isn't in the list: chat with us and tell us who you'd like to meet. Our team will help you book.
  • You can't see Book my review: tap Book your session under Talk to an adviser instead.

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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.