Use Review Process video and discussion of comprehensive process. Price your advice Price advice per segment or by ongoing service package. Use wheel segments and value-add to determine price. Advice Agreement Seek price agreement and sign-off for Ongoing Service. Saved on the system or printable.
File note AstuteWheel file notes links client needs to appropriate strategies. Scoping Advice Evidence of proper scoping and scaling, linking to goals and implications discussed. Saved Scenarios Modelling scenarios can be reproduced for compliance.
Saved on the system and recalled when required. Step 6: Marketing Arsenal Tools to build your client base via your centres of influence and current clients. Show depth and breadth of your advice with modelling calculators and tools. Client Referrals Demonstrably improved client experience makes referral discussion easier. Use 5MFHC to demonstrate continuous improvement and client satisfaction. Disengaged Clients Re-engage clients, show value and upgrade them to your ongoing service proposition.
Use the disengaged client link when sending annual fee disclosure emails. Videos Articulate your Client Value Proposition through short videos. Videos can be used in meetings or embedded on your website. Marketing Tool Clients see benefits of financial advice on specific life events using How-we-can-help-you tool. HWCHY tool can be embedded on your website or sent as a link to clients. Calculators Tools Making it - Income Calculators.
Income tax calculator. Income tax calculator Many Australians do not understand how they are taxed. Income Split Calculator. Salary Sacrifice Calculator. Salary Sacrifice Calculator The salary sacrifice calculator is an education and modelling tool that enables the adviser to show how an amount of pre-tax income can be sacrificed into superannuation and the initial tax savings benefits.
Capital Gains Tax Calculator. Capital Gains Tax Calculator The capital gains tax calculator allows advisers to explain how CGT is calculated and quickly and easily estimate the value of any CGT on the sale of an asset. Growing it - Investment Calculators. Rent vs Buy calculator. Rent vs Buy calculator Younger investors who have missed out on buying property in capital cities are now asking themselves whether buying a home at these inflated prices is a sensible option or should they continue to rent and invest their deposit and surplus funds instead.
Property Analysis calculator. Portfolio calculator. Portfolio calculator The portfolio calculator is a versatile calculator that allows you to model various investment scenarios quickly and easily. Investment Options Calculator. Investment Options Calculator Many Australians believe rightly or wrongly that it is best to first pay down the mortgage and then to build up either superannuation or investment portfolios. Leveraging it - Debt Calculators.
Debt recycling calculator. Debt recycling calculator The debt recycling calculator shows how a mortgage can be reduced through the application of surplus funds to either reduce the mortgage directly risk free or indirectly by implementing a debt recycling strategy and taking more risk. Debt Analysis Calculator. Stress testing can also be done to show the effect of an interest rate increase.
Cost of Debt Calculator. Cost of Debt Calculator The cost of debt calculator helps advisers explain the difference in cashflow between investment debt which is tax deductible and usually involves an income stream, and personal debt which is not tax deductible and does not involve an income stream. Protecting it - Insurance Calculators. Details tab. Insurance summary. Income protection calculator.
Trauma Calculator. Trauma Calculator The Trauma calculator, provides a number of questions for the client to consider if either of them were to experience a trauma event and the graph shows visually the components of their trauma needs and the accumulated lump sum required. Life Insurance Calculator. Life Insurance Calculator The life insurance calculator provides a sequence of questions to help the client determine how much life cover their family requires in the event of either partner becoming deceased.
Enjoying it - Retirement Calculators. Age pension calculator. Age pension calculator Many clients will rely on some level of Centrelink support and even a small amount of aged pension payments has other benefits such as access to a pension concession cards providing health concessions and a reduction in costs for some goods and services.
Transition to retirement calculator TTR. Transition to retirement calculator TTR Transition to retirement is a difficult strategy to explain and with the new rules will be most suitable for clients over age 55 in the higher tax brackets Our modelling calculator takes the hard work out of explaining this strategy with simple inputs and easy to understand visuals to show your clients the benefits this strategy can make to their circumstances.
Retirement calculator. Retirement calculator The retirement calculator enables you to quickly and easily show your client where they are currently headed with their retirement funding and what strategies they can consider implementing to improve their circumstances.
Financial Health Check 5MFHC Report When a client completes the online 5 Minute Financial Health Check covering the six areas of advice the system produces a two page report that includes; An overall financial health score; A score for each of the 6 areas of advice; A score for each of the 30 questions. Client Changes and e-Reverse Fact Find. Client Changes and e-Reverse Fact Find Prior to a Review Meeting clients complete an online Changes Questionnaire prompting them to consider any changes in their circumstances since their last review.
Electronic Reverse Fact Find Report. Client Questionnaire Report. Client Questionnaire Report When a client completes the online About You Questionnaire the system produces a report for the adviser. Scoping and Scaling of Advice Wizard.
Scoping and Scaling of Advice Wizard First we determine across each of the six areas of advice what will be In-Scope or not. Goals Based Advice Tool. Client Changes CQ Report. How we can help you. Importance of insurance video. File Notes Automated Report. Financial Planning Explained video. Financial Planning Explained video Once a client can grasp the breadth and depth of what a financial planner brings to each meeting then they will be more likely to agree to initial and ongoing fees for advice.
Research and quote software. Research and quote software Omnilife — life risk researcher tool is fully integrated and allows for premium comparisons and product features comparisons. Importance of a review video. Video email. Video email A template email can be set up to automatically generate a personalised email for your prospect or client to be sent out prior to each meeting.
Marketing: for insurance prospects. Marketing: for insurance prospects This marketing tool is for you to embed on your own Practice website to attract interest from prospective clients or you can email it to your disengaged clients or use it for an email marketing campaign The presenter explains the process, the client then watches the Importance of Insurance Video and completes the Insurance Questionnaire if they want to organise a meeting with you.
Online Insurance Questionnaire. Astute Wheel : Better advice. More clients. Peter Audet, Managing Director, Varria. See all reviews. Astute Financial Planner Enquiry. This field is for validation purposes and should be left unchanged.
Back to home. Updated every Jan, Mar, Jul and Sep. Online leasable calculators for really quick calculations. Plansoft is a provider of financial solutions software offering a range of personal tax and government payments calculators and financial planning software specifically for the Australian users. Individuals who wish to check their financial and tax situations including superannuation and government payments. Professionals such as accountants, financial planners or advisers who recognise the benefits of software in helping to provide advice to their clients.
Plansoft is preparing updates of all our products for the latest Australian Government rates and thresholds as from 1st Jan Please refer to our Contact page for any support issues relating to our software. Home Products Member About. In another major advance, Financial Mappers can deliver a bespoke product for any corporation. Your client may elect to share his or reports with you, receiving in return your segmentally targeted general advice or recommendations.
Negative consequences of any actions are apparent with Financial Mappers and can be avoided. As your corporation may now know the clients short term intentions perhaps massive AI investment is no longer necessary. Your corporation could distribute information to a large client base almost at an individualized level.
Whether utilizing Financial Mappers Lite or a Bespoke product your company can cement relationships with clients and assist large numbers of clients individually. As an adviser have you thought what your planning software should do to fulfil your practice needs? Improved business efficiency would be a given. Almost certainly you have several other requirements.
Whatever your needs — practice efficiency, client engagement, or online servicing of new and existing clients, Financial Mappers provides the solution. We invite you watch our short videos on the website, register for a full-length video demonstration or request a free trial.
Most people inherently understand that they need to make a financial plan. How to start is the difficult problem.
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