Cashflow Management Tool

 

Relationship Building Tool

 

Wealth Creation Tool

Create wealth without giving
Financial Product Advice


Automated Fact Find Data

Populated from actual transactions


Study of Clients Spending
Habits

Coaching & Mentoring Tool

To facilitate behaviour change


"Fee for Service Offering"

New recurring income streams
without giving financial product
advice

Know Your Client Rule

Appropriateness of Advice is assured


Achieve Multiple Goals

Create, Track and Achieve


Transactions Uploaded

From any financial institutions


Online Risk Profile &
Document Management

Cash In & Cash Out Analysis

Essential, Non-Essential, Committed,
& Tax deductible Expenses


White Label Offering

Separate Hosting, Own Database
& Brand Control


Reports & Illustrations

Income, Expenses, Net Worth


Lifestyle Planner
What is Lifestyle Planner?
Lifestyle Planner is a comprehensive system designed by professionals for professionals. It is the perfect tool for Professional Advisers who want to provide both Cash Flow Management and Coaching & Mentoring for their valued clients.
This is more than just a wealth creation tool.
Lifestyle Planner is only available through Professional Advisers such as Financial Planners, Accountants, Mortgage Brokers and Institutions. It will help Professional Advisers who understand the importance of mentoring and guiding their clients toward their financial goals.
This is a comprehensive solution that helps in the analysis of spending habits, assists facilitate behavioural change, tackles financial literacy issues and articulates long term relationships.
Key Features:
  • Cashflow Management Tool
  • Relationship Building Tool
  • Automated Fact Find Data
  • Fee For Service Offering
  • Study of Spending Habits
  • Ability to Achieve Multiple Goals
  • Coaching & Mentoring Tool
  • Online Risk Profile & Document Management



White Label Offering
White Label offering gives you the ability to offer a professional product under your brand or corporate banner.

Lifestyle Planner™ is the perfect wealth creation tool for Professional Advisers and their clients. This is a comprehensive solution that helps in the analysis of spending habits,assists facilitate behavioural change,tackles fi­nancial literacy issues and articulates long term relationships.
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