dela.dzadey
Advisely Board
12 months agoAMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!
Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm.
For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...
JA
12 months agoCurious Observer
If I wish to establish a minimum pension payment for a client, with the deficit cash flow initially being allocated solely to him for the first 10 years, after the10 years, all Deficit cashflow will be allocated to him and his partner pension payments 50% each. how to do it on projection cashflow?
- JA12 months agoCurious Observer
sorry, I am talking about the pension payments from Account Based Pensions, not age pension for Deficit cashflow allocation
Welcome to this AMA thread!
Here's how to get involved:
- Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
- Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
- Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
- Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!
Looking forward to all your amazing questions and let the asking begin!
Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question.
Recent Discussions
9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...sarah.jacobs21 days agoIress Contributor709Views4likes18Comments27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!
Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what...lana.graham24 days agoIress Contributor869Views3likes43CommentsAMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!
Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency? Join me here on T...jessica.lamb28 days agoAdvisely Partner623Views5likes22Comments13th March AMA: I'm Jason Zhang, Xplan Portfolio expert and product manager, Ask Me Anything!
Managing client portfolios effectively is essential for a well-run advice practice – but are you using all the features available to you in Xplan? Make 2025 the year you fully harness Portfolio's pot...jason.zhang2 months agoIress Contributor499Views6likes17Comments
Related Content
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
Exp...