This toolkit contains a variety of calculators that will assist financial planners answer many of the questions that a client may have, both pre and post retirement. It will have a particular focus on how to drive outcomes and control risks. Longer term we would like to integrate many of the functions into a single, massive application with extra functions such as SOA generation, save data etc
The responsibility to check the appropriateness and accuracy of the output remains the responsibility of the user as a condition of use.
Use for Free. Ultimately when the full functionality is built the subscription will be set to $330 p.a. inclusive of gst.
A support pack with detailed background information and worked examples will be developed. Some aspects will be published as blog items also. Please note that there is also a reference area to this website.