Client Portal & Documents

Client Portal

Access live information on your savings here. (Please note you will depart from the regulatory site of Lavender Financial Planners Limited. Lavender Financial Planners Limited is not responsible for the accuracy of the information contained within the linked site).

Client Guides



You can view our documentation here:


The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit their website:

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