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 Lifestyle Planner provides
detailed cash flow modelling for future wealth creation for your clients, not just
how to invest
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Financial Planner
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Lifestyle Planner provides you with a tool that will bring your business into the
21st Century. Does your Financial Software provide…?
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Lead Generation
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Online Fact Finder
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Streamlining of your business processes
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Better management of client information
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Accurate
and up to date financial details for each of your clients
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Reports showing your clients lifestyle issues enabling you to further analyse your
Clients’ money habits
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A comprehensive suite of reports to view your clients financial position
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Messaging system enabling you to communicate with your clients at any time
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Other valued services include:
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Advertise
Lifestyle Planner on your website and receive a unique link which will automatically
allocate new clients to you or your practice
when they subscribe
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Generate
new business through end users utilising the “Find a Financial
Planner” search engine. Only those Financial Planners
in their local area who are registered with Lifestyle Planner will appear in the
search results giving you a competitive edge
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End
users will primarily come from the “X” and “Y” Generations giving you access to a new client
base not normally accessible using traditional
marketing methods
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Also
access the opportunity to expand your business creating an additional income stream
 You
or one of your staff can become an accredited Lifestyle Freedom Coach to assist
your clients use Lifestyle Planner, keep
them motivated to achieve set goals and monitor their lifestyle issues. This will
generate an additional income stream for
your practice
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Alternatively, you can access a pool of independent Lifestyle Freedom Coaches leaving
you to concentrate on providing
investment advice
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For more information on expanding your business please
click here
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What else can Lifestyle Planner do that my current software cannot?
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We all know that incorrect, inaccurate and incomplete data is dangerous and leads
to inaccurate advice. This will no longer be a concern with Lifestyle Planner, now
your clients can upload bank statements into the system providing you with accurate,
up to date financial information that can be remotely accessed at any time providing:
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You with access to a true, accurate and up to date picture of your clients’ financial
data
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Your client with a cash flow and savings system, freeing up funds to grow and invest
their money
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Identification of areas of your clients weakness for discussion and analysis
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Gain a clear understanding of where your clients’ money goes including cash
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Ensure your clients’ expenses and savings and investment plans can be covered by
their income
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Compare actual Client expenses to pre-determined budgets set by your Clients
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Improved business processes in conjunction with your existing systems and/or pooled
resources
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A simplified process to expedite financial data gathering
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Business growth through lead generation and expansion opportunities
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Formulate Marketing Campaigns for your practice and send details of these to all
your Clients instantly via email
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Lifestyle Planner plugs the gap!
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What other benefits will Lifestyle Planner bring to my business?
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Have your Clients complete an on-line“Fact Finder”
and access it directly from your web based Control Panel
reducing data input in your office
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You will be able to give investment advice based on actual Client financial data
and not just estimations ensuring
your investment strategies remain affordable
over time
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Keep track of your Clients’ Assets and Liabilities with up to date values and balances
and access this data whenever you need
to review their financial position
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All Client financial data is accessible from a web based Control Panel which is
easy to use
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Better management of client information. Everything regarding each Client is held
within their own individual Client screen
so you can obtain a complete view of your client relationships
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A comprehensive Client Messaging System and free-form Notes facility allows you
to keep track of Client
communication all linked to their individual
accounts. No more searching to find those elusive emails sent or received
in the past
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Provide more accurate strategic financial planning advice
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Remotely access up to date client financial data that will be more accurate and
complete, simplifying and expediting
financial data collection
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Streamline business processes
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Lifestyle Planner will provide you with online comparisons of budgeted/actual expenditure/saving
record which will highlight to you
which clients need help.
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Assist you with difficult conversations by showing the client rather than telling
them why an option is unavailable
to them.
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Platinum Members do not have access to the “Find a Financial
Planner” search engine protecting your client base
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The website will provide all the reports you require, including:
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Fact Finder
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Cash Flow Statement Report Budgeted v/s actual ( Summary)
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Cash Flow Statement Report Budgeted v/s actual ( Detailed)
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Cash Flow Analysis
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Debt reduction
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Income/Expense/Saving Summary Report
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Essential Expenses by category
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Non essential Expenses By Category
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Income Report
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Expense Report
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Tax deductible expenses
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Essential and non-essential expense
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Savings
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Budget v/s Actual Income
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Budget v/s Actual Expense
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Summary Assets & Liabilities
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Asset Detail Report
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Liability Detail Report
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Net worth
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Financial Summary Report
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How will Lifestyle Planner benefit my clients?
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Your Clients
are given “Platinum Member” status within the system
which gives them full functionality
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Reduces time spent on tedious data entry
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Clear & accurate picture of current expenditure
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Assists with cash flow tracking and creating savings
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Change behavioural patterns over time
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Develop management skills for cash, cards and accounts
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Automated tips for inspiration
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Regain control over finances
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Access to up to date information on all of their accounts and cards in one place
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All Client
financial data is held remotely on secure servers so it is safe
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Lifestyle Planner gives you a complete Client Management
solution that will generate new business, new revenue streams and streamline your
Financial Planning practice saving you time and money.
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Dealer Group
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In addition to the many benefits that your Financial Planners and their Clients
receive by using Lifestyle Planner, Dealer Groups will also benefit as follows:
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Enhance
your Dealer Group service offering to current and potential Financial Planners,
securing existing relationship and encouraging
new FP’s into your Group
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Generate
additional commission income for your Dealer Group by FP’s and their Clients simply
using the system
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Gain comfort
by having access to up to date Adviser Client Financial data including Assets, Liabilities,
Income and Expenses
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Also gain
comfort that your FP’s can now give investment advice based on actual Client financial
data and not just estimations ensuring their
investment strategies remain affordable over time
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All FP
data and Client financial data is accessible from a web based Control Panel which
is easy to use
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FP Clients
can complete an on-line “Fact Find” and Dealer Groups can access these directly
from your web based Control Panel expediting audit and compliance requirements
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A comprehensive
Messaging System and free-form Notes facility allows you to keep track of FP and
Client communication all linked to their individual accounts. No more searching
to find those elusive emails sent or received in the past
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Formulate
Marketing Campaigns for your FP’s and send details of these to all your FP’s instantly
via email
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End
users will primarily come from the “X” and “Y” Generations giving your FP’s access
to a new client base not normally accessible using traditional marketing methods
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FP Clients
are given “Platinum Member”> status within the system which gives them full functionality
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Platinum
Members do not have access to the “Find a Financial Planner” search engine protecting
your FP’s client base
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All FP
Client financial data is held remotely on secure servers so it is safe
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Lifestyle Planner gives Dealer Groups a marketing edge, a
new source of revenue and can streamline some of your Group’s administrative tasks
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