[General] Strategy Text Pack (save 25%)

Sale price $36.00 Regular price $49.00

Product Description

Comprehensive General Strategy Text Pack

Contains strategy text for giving the following advice:

  • Cash Reserve
  • Estate Planning
  • Bank Accounts
  • Term Deposits
  • Hold recommendations
  • Investment rebalancing
  • Planned Expenditure

Strategy text files also include key benefits of advice, key risks and disadvantages, how the advice meets your client's objectives as well as links to additional information on investments.