Financial Planning This interactive facility enables you to get a comprehensive financial based report on the information you give us and on the topics/issues of interest selected by you. This process has eight simple steps and we recommend you complete each step fully. Please ensure that when you complete a section, that all mandatory questions are answered. However, if you have no interest in a particular section you can skip it altogether. You will receive a comprehensive financial report covering each area completed by you. We believe you will find this report very comprehensive and informative.