IT WILL CHANGE THE WAY YOU ON-BOARD CLIENTS


Your Wealth Strategy builds a compliant financial strategy for your client using an online knowledge-based fact-finding process. Your client is nurtured to provide their goals and financial information, ready to be analysed by you in your adviser dashboard and presented back to your client in an easy to follow strategic plan.

The end result is a compliant client-ready strategy document, covering all of their financial needs:

  • Your Goals
  • Your Risk Profile
  • Your Spending Strategy
  • Your Debt Strategy
  • Your Insurance Strategy
  • Your Superannuation Strategy
  • Your Investment Strategy
  • Your Estate Planning Strategy
YOUR OWN BRAND

Use Your Wealth Strategy under your own brand. Set your own pricing, and manage your advisers and clients.

SAVE YOUR TIME

Transfer the fact-finding process to your client, saving you valuable face to face meeting time. Less time equals more clients.

YOUR CLIENT LEARNS

Your client is nurtured through the fact finding process, gaining knowledge of their finances, and your expectations and requirements.

CLIENT-READY STRATEGY

Enter client notes, calculations and modelling in your Admin Portal, and generate a client-ready strategic plan.

FINANCIAL PLANNING MADE SIMPLER

Your Wealth Strategy Built Specifically To Your Goals And Needs

ADVISER BENEFITS

SAVE FACE TO FACE CLIENT TIME

Transfer the fact-finding process to your client, saving you valuable face to face meeting time, giving you more time to find new clients.

ROBUST AUDIT TRAIL

Fact-finding is client generated with any adviser input logged and time-stamped minimising adviser interpretation and creating a robust audit trail.

SEAMLESS S.O.A. PROGRESSION

Client is nurtured to the benefit of ‘next steps’ S.O.A. preparation with the adviser setting the client cost of each S.O.A.

YOUR OWN BRAND

Advisers company brand appears on dashboards and reports. Manage your own advisers and clients.

IMPROVED CASH-FLOW

Clients pre-pay for their Strategic Plans & Statements Of Advice with payment plan options.

There is a quicker, easier way to on-board clients

CLIENT BENEFITS

GAIN KNOWLEDGE

A client is nurtured through the fact-finding process gaining knowledge of their finances and understanding the advisers expectations and requirements.

QUICKER REPORTING

Your Wealth Strategy allows the client to upload their personal and financial documents at every stage throughout the fact-finding process.

DOCUMENT STORAGE & ORGANISATION

The online process of building Your Wealth Strategy is quicker than non-digital methods, delivering the clients Strategic Financial Plan quickly.

TRANSPARENT COSTING

The client is presented with Your Wealth Strategy fees prior to starting the on-boarding process. Adviser Statements Of Advice pricing is included when a client receives their finalised Your Wealth Strategy.