Do you struggle with getting Xplan to work in your business? Does it feel like everyone in your office is doing their own thing, making it hard to tell where a client’s at or where important notes are kept? If this sounds like you, you might be missing an “Xplan champion” in your business. The Xplan champion is key to…
As we all know, though, understanding client circumstances and modelling options can take up a significant amount of time and resources. And this is where quality, up-to-date modelling tools and calculators can make the biggest difference. Throughout this guide, we’ll explore how the Xplan advice toolset facilitates…
Over the past few weeks, our in-house Xplan experts have shared valuable insights into Xplan’s modelling tools – Xtools, Xtools+ and Visualise – focusing on retirement scenarios. Now it's time to take a look at some tips and tricks to help you make the most of these tools. Don't forget about Xtools Whilst Xtools+ can be a…
In financial planning, precision and adaptability are essential. Xtools and Xtools+, two powerful features within Xplan, provide financial advisers with tools for creating tailored client plans. While Xtools caters to straightforward financial scenarios, Xtools+ is designed for advanced, complex planning needs. In this…
In the world of financial planning, efficiency and precision are key to delivering quality advice and maintaining a competitive edge. Xtools, a powerful component within the Xplan platform, empowers financial advisers to achieve these goals. If you're new to Xtools or need a refresher, this post will guide you through its…
Until now, the only strategies you could model in Visualise were a work transition, entry to aged care, property sale and property rental. With the latest updates, you can model an account-based pension and downsizer contributions to super. It means you can road-test more retirement strategies together with clients and…
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…
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…
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…
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…
It looks like you're new here. Sign in or register to get started.