|
FinancialSpectrum provides advisers with the tools necessary to help clients make thecorrect decisions based on their current position.
Usingsimple graphical interpretations and easy to understand presentation solutions,Financial Spectrum will help your client feel more confident that the strategyput in place today, will help them be better prepared for tomorrow.
Enteringfundamental data, advisers can immediately achieve various modelling scenarios thatwill help inform even the most inexperienced client.
Our easy touse functions enable the adviser to clearly assess existing assets andliabilities, financial situations, simplify investment strategies throughfinancial gearing and financial planning without all the technicalcomplications that is often presented to clients.
Risk and Protection Identify client needs in relation to: - Death
- TPD
- Trauma and
- Disability
|  |
Retirement Planning Easily demonstrate your client's investment program in preparation for retirement. | 
|
Savings and Investment Targets Easily demonstrate future Savings and Education Funding Requirements |  |
Mortgage and Loans Clearly demonstrate different mortgage strategies | 
|
Financial Strategies Identify and demonstrate financial strategies | 
| 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
|
