Most RecentMost ViewedMost LikesHEAS: 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. The power of precision modelling Modelling "what-if" scenarios is a powerful way to demonstrate the impact of clients' financial decisions. Xtools, a component within Xplan, allows you to do this seamlessly. Your paraplanning questions, answered We recently hosted an AMA on all things paraplanning. What did we learn? 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 guide to modelling in Xplan Throughout this guide, we’ll explore how the Xplan advice toolset facilitates easier, faster scenario modelling. Retirement modelling tips and tricks Let's make the most of Xplan's modelling suite. A 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?
