Product Description
The Office Starter Pack includes the following 115 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
- Over 100 strategy text documents (each several pages long) for giving the following advice:
- Aged Care
- Investments
- Taxation
- Superannuation
- SMSF
- Social Security
- Retirement Income
- Insurance
- Business Insurance
- Debt
- General Strategies
Total Value is $688.
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.
Please note: All SoA's, RoA's & strategy text documents are updated at the beginning of each financial year in accordance with relevant legislative changes.
