SaidSo Stage 2 Making your SaidSo
recommendations happen

Hope you liked your SaidSo report all about you, your money and your plans. If you're looking at this SaidSo Stage 2 page it probably means you want to get going on setting up some or all of your individual recommendations.

Using our Stage 2 service, we will process your documentation within 2 business days of receipt, subject to this being complete.

We can only implement the financial advice offered through our SaidSo recommendations. This is because we're confident that the SaidSo team's advice is suitable for your individual situation.

On implementing your SaidSo recommendations, we will provide you with policy/plan details when received.


Step 3

Review of SaidSo recommendations later on to keep you on track

Learn more