Para Planning
Para planning is fast becoming the centre
point of many professional and well run financial practices around the country, servicing
their clients in efficient and effective ways.
Our "Paraplanning”– service, focuses on the efficient preparation and production of your clients
Statement of Advice.
We have several levels of service depending
on weather you want a completed Statement of Advice using your templates
--- or ---
we prepare
the financial tables, so your office can populate your own SoA templates in
your own office, with your own staff.
From our point of view it does not matter, we
can easily accommodate using your SOA template or we can provide you with the calculated
projection or strategies in excel file with multiple sheets.
Why you will benefit in using our purpose
built proprietary online service.
Short list of features which apply to all our
services:
· Your
office can securely access your clients financial data
· 5
to 40 years projections
· Table
& chart views (online or excel)
· Scenarios
saved online (great for your review)
· Downloads
available into Excel (great for your review)
· Online
review available ? (great for your review prior to SoA)
Below we present a short list of what we can
provide, depending on your clients needs.
SUPERANNUATION - accumulation:
Projections can be applied to client,
partner or both as types of ownership:
· Superannuation
balances
· Including
salary sacrifice
· Insurances
· Tax
year by year 0 – 15%
· Fees
SUPERANNUATION - retirement:
Projections can be applied to client,
partner or both as types of ownership:
· Super
Accounts (9 different parameters)
· Non
Super Accounts (All other assets)
· Debt
Accounts
All these are calculated year by year and
editable with different variables to calculate various scenarios providing a net position year by year.
Our Para planning service will empower your
business to become the focal point of your clients future wealth aspirations.
