Most RecentMost ViewedMost LikesDemonstrate 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.
