How HSBC Advance Works
Here are some tips to ensure you get even more value:
1. Take a quick Financial Health Check
Take our Financial Health Check tool to get a quick indication of how well you’re doing against your financial priorities. It will only take a couple of minutes to complete.
2. Use our interactive questionnaire to uncover your true attitude towards money
Discover what drives your financial decisions with our Values Survey. Answer anonymously or share your survey confidentially with us to help us customise your financial advice.
3. Arrange a Financial Review
Book an appointment to create a financial plan with one of our experts. We’ll review it together once a year to make sure everything is on track and make any necessary adjustments.
4. Manage your money with internet banking
You can access your account around the clock, so you can manage your money safely and securely whenever, and wherever, it suits you.
5. Special offers
From time to time, you’ll be able to take advantage of selected special offers. Bookmark this page and return regularly to discover the latest deals.