Most RecentMost ViewedMost LikesA simpler way to model complex advice Last week, we discussed how Xtools can help you seamlessly model different client scenarios. But what if you need to go deeper? Demonstrate retirement outcomes better with Visualise Road-test more retirement strategies together with clients and make tweaks on the go, without jumping back and forth to Xtools+. Your paraplanning questions, answered We recently hosted an AMA on all things paraplanning. What did we learn? Client conversations just got more interesting Conversations are the core of the adviser/client relationship: they’re a golden opportunity to demonstrate the kind of value technology could never replace. How Xtools+ can help you evaluate investment bond strategies with precision, accuracy and speed Explore the role of investment bonds in a financial planning strategy and how you can quickly evaluate their use for your clients. HEAS: another way to access equity from the home The Home Equity Access Scheme (HEAS) is becoming more popular as income-poor retirees look for ways to improve their retirement income and lifestyle.
