Financial Spectrum

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:

  • Death
  • TPD
  • 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
Copyright Today & Tomorrow 2017