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Start your Investment Audit in a few simple steps.

Getting transparency on your investments is quick, secure, and completely independent.

Our online application process takes just a few minutes and once you’ve submitted your details and payment, we’ll take care of the rest.

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HOW TO APPLY

Step-by-Step Process

We’ve simplified everything five quick steps to clarity and confidence.

Complete the Investment Audit Consent

We’ll first ask you to confirm that you’re authorising Invest Audit to review your investment portfolio.
This ensures we can request the necessary statements from your providers where needed.

Not sure where to start?

Let’s chat we’ll walk you through it.

FROM SUBMISSION TO INSIGHT

We Take It From Here

After your form and payment are submitted:
You’ll receive a confirmation email with your reference number.

Our analysts will prepare your personalised audit report.

You’ll receive your full report (and consultation invitation) within a few business days.

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 Ready to see what’s really happening with your investments?

Complete the secure form below to get started. It takes just a few minutes and could save you thousands in hidden fees.

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