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Investment and Retirement Planner
Our independent online financial planning tool, Investment and Retirement Planner, is free, easy to use and allows you to:
- look at all of your client's finances, creating a holistic plan covering budgeting, attitude to risk, short-term goals and longer-term aspirations
- use the task-based approach to focus on one area, such as creating a risk profiler, or carrying out an in-depth review
- easily create a personalised, professional report that outlines your review and includes a realistic and sustainable action plan
- make your advice process easier by recording each scenario that you run, giving you a full audit trail of all your considerations
- make recommendations from the whole of the market
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