-
Your paraplanning questions, answered
TNT Group director (and Advisely expert) Dela Dzadey and Iress product manager Lana Graham recently jumped onto Advisely to answer all your burning paraplanning questions. They covered everything from how to best maximise your efficiency as paraplanners to optimising advice production with Xplan modelling tools like…
-
Client conversations just got more interesting
Conversations are the core of the adviser/client relationship: they’re a golden opportunity to demonstrate the kind of value technology could never replace. What they rarely demonstrate, though, is the amount of work that goes on behind the scenes. While there are often good reasons for moving all the detail to the…
-
How Xtools+ can help you evaluate investment bond strategies with precision, accuracy and speed
Long set aside by many advice professionals, changes in the financial landscape are driving renewed interest in investment bonds, with these uniquely structured products reemerging as another solution to help your clients on the path to achieve their financial goals. We explore the role of investment bonds in a financial…
-
HEAS: another way to access equity from the home
Since 1 July 2019, eligible income support pensioners can top their pension up to 150% of the maximum age pension by drawing down a loan that’s secured against their home. Or any other property they own – even if it’s not their home. Example: A retiree couple wants to make the most of their healthy retirement years by…