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courtney.youngblutt
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17 days ago

🤓 Xplan Hint: Visualising Aged Care

Did you know you can use Visualise to help your clients feel connected to a tangible future when talking Aged Care?

Visualise provides an easy,  intuitive ,and interactive way to model aged care possibilities with your clients. 

With Visualise you can:

  • Enter client data quickly
  • Model aged care entry (fees and income support)
  • Compare scenarios such as:
    • Keep and rent out their home
    • Sell their home
    • Pay or partially pay the Accommodation Deposit
    • Draw down the Accommodation Deposit

Because Visualise is powered by Xtools+:

  • An Xtools+ scenario is automatically created in the background, giving you full flexibility to refine it further
  • Charts, tables, and modelling outputs can be merged directly into your advice documents

What are you waiting for? For a quick introduction, explore the Visualise  Aged Care course in the Iress Learning Centre.

Have you tried Aged Care in Visualise?

 

 

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