Basic Office Pack

Sale price $110.00 Regular price $220.00

Product Description

The Basic Office Pack includes the following 12 financial planning document templates:

  • Superannuation Rollover, Personal Insurance, General Insurance, Health Insurance & Estate Planning Statement of Advice template
  • Client Advice File Note
  • Advice Presentation File Note
  • Basic Deposit Products and CMTs File Note
  • Client Contact File Note
  • First Appointment File Note
  • Credit Referral File Note
  • General Purpose (Standard File Note)
  • Information Release Form
  • Super Fund Information Request Form
  • Transfer of Servicing Rights Form
  • Fax Cover Sheet

Total Value is $220.

The included Statement of Advice document includes the following sections:

  • Cover Letter
  • Cover Page
  • Table of Contents
  • Current Situation wording and tables
  • Lifestyle Goals & Objectives
  • Investment Risk Profile
  • Scope of Advice and warnings
  • Superannuation Rollover strategy
  • Personal Insurance strategy (including Life, TPD, Trauma and Income Protection recommendations)
  • Health Insurance
  • General Insurance
  • Estate Planning (including Wills, Powers of Attorney, Guardianship and Death Nominations)
  • Cashflow table
  • Meeting client goals section
  • Product recommendations (investment and risk to keep, sell or purchase with reasons why)
  • Proposed asset allocation
  • Assumptions
  • Costs & risks of replacing products section
  • Disclosures
  • Ongoing Services
  • Payment information, tables and disclosures
  • How to Proceed
  • Authority to Proceed
  • Additional information including PDS, FSCG info
  • Additional attachments including insurance analysis and more in-depth wording on strategies.