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Financial
Spectrum provides advisers with the tools necessary to help clients make the
correct decisions based on their current position.
Using
simple graphical interpretations and easy to understand presentation solutions,
Financial Spectrum will help your client feel more confident that the strategy
put in place today, will help them be better prepared for tomorrow.
Entering
fundamental data, advisers can immediately achieve various modelling scenarios that
will help inform even the most inexperienced client.
Our easy to
use functions enable the adviser to clearly assess existing assets and
liabilities, financial situations, simplify investment strategies through
financial gearing and financial planning without all the technical
complications that is often presented to clients.
Risk and Protection
Identify
client needs in relation to:
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Death
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TPD
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Trauma and
- Disability
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Retirement Planning
Easily demonstrate
your client's investment program in preparation for retirement.
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Savings and Investment Targets
Easily demonstrate
future Savings and Education Funding Requirements
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Mortgage and Loans
Clearly
demonstrate different mortgage strategies |
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Financial Strategies
Identify
and demonstrate financial strategies |
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Customised Reports:
A very
important component of Financial Spectrum is the ability to produce fully
customised reports using Microsoft WordTM templates.
Other valuable financial strategy tools include:
- Demonstrating
the income tax benefit of salary sacrificing
- Calculate
the compound growth of the client's income over a selected period
- Compare
the effect of different earning rates on any investment, for any number of
years
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