Getting professional financial advice used to mean taking time off work, sitting in traffic, and meeting a stranger in an office. Not any more. You can now get complete, high-quality financial advice from the comfort of your own home — and for most people it’s not just more convenient, it’s better.
Why advice from home works so well
- No travel, no time off. Meet by video around work and family, not the other way around.
- Your documents are right there. Your super statements, insurance policies and paperwork are at your fingertips during the meeting.
- You’re more relaxed. People think more clearly about money at their own kitchen table than across an unfamiliar desk.
- Both partners can join easily — even from different locations.
What you’ll need
Almost nothing: a phone, tablet or computer, an internet connection, and your most recent super and insurance statements. We handle the rest — secure document sharing, digital signing and video meetings that take minutes to join.
The easiest place to start
A complimentary super review is the perfect first step from home: fill in a short form, have a relaxed chat with an expert, and get a plain-English picture of where your super stands — all without leaving the house. See how the online process works.
Frequently asked questions
Can I get financial advice from home?
Yes. You can get complete financial advice from home by video and phone - including a super review, retirement planning and insurance advice - with secure document sharing and digital signing. All you need is a device and an internet connection.
What do I need for an online advice meeting?
A phone, tablet or computer with internet, and your most recent super and insurance statements. Everything else - secure document sharing, digital signatures, video meetings - is handled for you.
Is advice from home private and secure?
Yes. Documents are shared through secure channels and meetings are held over private video, so your information stays protected throughout.
Not sure which fund is right for you?
Get a complimentary, no-obligation review of your fees, performance and insurance from a licensed Donmont adviser.
Book my free review →