Report imageCover pagePersonal, comprehensive, evaluation report and planning reports are generated through online questionnaires. The reports are easy to read and include feedback and recommended actions. They  can be viewed on screen, saved,  printed out and shared.

Reports are tailored to a specific package which reflects your needs.

 

ToolkitTools such as long term budgets, checklists and planners which enable action to be taken and plans to be completed.

 

Calculator tools

 

if_file-manager_17904A personal online filing cabinet to keep all your necessary information and documents electronically secured and safely stored. This is already set up with folders to it is easy for your to file and others to find if they need access.

 

Meeting clientsHelp from skilled professionals readily available through the referral option in the action planner.

 

Have a look through our video to get a feel of the system

Depositphotos_10846611_original

Who is it for ? 

 

depositphotos_13940042-stock-photo-portrait-of-senior-couple-showingOlder person at the computerdepositphotos_69124511-stock-photo-ill-father-making-a-last

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Meeting clients

 

 

 

 

 

Singles or couples who have finished work or are tantalisingly close. These are people who want to take control and self manage their planning as much as they can.

Older singles or couples where the planning focus is on proactive planning through the latter stages of life. (Contact us to get access to this newly released product)

Children where families want to help parents who might not have computer skills or understand about the new fangled internet. (Contact us to get access to this newly released product)

Supporting organisations and advisors to assist people with their planning. This is strongly endorsed as a way organisations and advisors can work with their clients ensuring all bases are covered, and nothing slips through the cracks.